March 2022
Strategy
It's the end of the world as we know it
We examine five potential themes for investors seeking long-term returns in a troubled and uncertain world...
17 Mar
17 Mar
Strategy
Spread 'em!
We explore how much dispersion in returns of stocks drive the differing fortunes of trusts…
02 Mar
02 Mar
Features
The under-explored power of listed private equity
Private equity remains off piste for most investors despite its potential appeal as a core holding…
09 Mar
09 Mar
News
Results analysis: Oakley Capital Investments
OCI’s annual results provide more colour on the exceptionally strong NAV performance in 2021...
11 Mar
11 Mar
December 2021
Strategy
Great expectations
As the last of the mince pies wilts in the fridge, topped with a generous helping of stilton, the Kepler Trust Intelligence team stick a finger in the air and point toward their top picks for the year ahead…
30 Dec
30 Dec
Strategy
No humbug
Our analysts look back at a year of predictions, theories and ideas, and highlight those they think could matter most…
22 Dec
22 Dec
Fund Research
Oakley Capital Investments
OCI’s historic NAV potentially belies progress made by its underlying companies...
14 Dec
14 Dec
October 2021
Replay
Slides and Audio: ICG Enterprise
Download the presentation and listen to the audio from our 'Now that's what I call a discount!' Autumn conference on 30 September...
06 Oct
06 Oct
Events
Six trusts on juicy discounts
Last week we heard from the managers of six investment trusts at our annual discount focussed event, all of whom believe their strategy is in a good position to perform…
06 Oct
06 Oct
Fund Research
BMO Private Equity
BPET currently seems to be in a private equity sweet spot, potentially making its discount attractive…
13 Oct
13 Oct
September 2021
Strategy
Even better than the real thing
We explain private equity and examine why tweaks to listed private equity trusts give the sector an advantage over the direct route...
23 Sep
23 Sep
Strategy
Bargains galore
We review our discounted opportunities portfolio, with one constituent rallying more than 30% in just two months…
15 Sep
15 Sep
News
Flash update: NB Private Equity Partners
NBPE’s NAV momentum continues, and the portfolio’s maturity would indicate that further progress cannot be ruled out…
20 Sep
20 Sep
News
Results analysis: Oakley Capital Investments
OCI provides more detail on the drivers behind its strong NAV performance and repeatable investment process...
10 Sep
10 Sep
June 2021
REPLAY
Slides and Audio: Masterclass in Private Equity investing
Watch the replay of our roundtable teach-in led by William Heathcoat Amory, head of research at Kepler Trust Intelligence...
09 Jun
09 Jun
Fund Research
Oakley Capital Investments
OCI’s capital markets day provided valuable insight into opportunity...
29 Jun
29 Jun
April 2021
News
Flash update: NB Private Equity Partners
NBPE has reported a very strong start to 2021, building on an excellent 2020…
27 Apr
27 Apr
Fund Research
BMO Private Equity
BPET’s strong 2020 and the recent sale of Dotmatics highlights the attractive returns private equity can generate…
21 Apr
21 Apr
March 2021
Events
Spring Conference '21
Audio and presentations from 21 of the UK’s leading investment trust managers…
10 Mar
10 Mar
Replay
Slides and Audio: ICG Enterprise
Download the presentation and listen to the audio from our 'Ideas for your ISA' Spring Conference on 04 March...
04 Mar
04 Mar
News
Results analysis: Oakley Capital Investments
The results for the year ending 31/12/2020 reaffirm that OCI offers exposure to resilient growth businesses...
17 Mar
17 Mar