March 2021
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
Fund Research
ICG Enterprise
With momentum behind ICGT, we anticipate further NAV progress into the financial year end...
03 Mar
03 Mar
January 2021
Strategy
Get 'em while they're hot!
We review the widest discounts in the investment trust universe and look at our selection of attractively cheap trusts…
14 Jan
14 Jan
News
Trading update: Oakley Capital Investments
OCI reports a strong NAV, up an impressive 14% since 30 June 2020…
28 Jan
28 Jan
December 2020
News
Flash update: Oakley Capital Investments
OCI’s NAV announcement next month will update investors on what is a potentially high growth portfolio...
23 Dec
23 Dec
News
Flash update: NB Private Equity Partners
Significant realisation should prompt investors to re-look at the discount to NAV...
11 Dec
11 Dec
November 2020
Strategy
The haves and have nots
With listed private equity trust discounts widening, are investors mistakenly assuming that underlying portfolios will perform worse than public market indices?...
05 Nov
05 Nov
Events
Now that's what I call a discount!
Presentations and audio from our conference focussed on discount opportunities in the investment trust sector…
11 Nov
11 Nov
REPLAY
Slides and Audio: NB Private Equity Partners
View the presentation and listen to the audio from our 'Discounts in Focus' event on 05 November...
11 Nov
11 Nov
Fund Research
BMO Private Equity
BPET has slipped to a meaningful discount, but offers a differentiated strategy that has outperformed equity markets…
25 Nov
25 Nov
October 2020
Strategy
Can the passives bull market continue forever?
We examine what the trend to passive investing means for active investment strategies…
28 Oct
28 Oct
Strategy
Spotlight on discounts
As our event focussed on discounts approaches, we update our portfolio of discount opportunities and review discounts across the wider IT universe…
22 Oct
22 Oct
Fund Research
NB Private Equity Partners
NBPE is unique in the LPE sector, which means its wide discount is attractive…
28 Oct
28 Oct
News
Flash update: Oakley Capital Investments
Oakley Capital (OCI) trades on a 28% discount despite the majority of its portfolio companies showing resilience to COVID...
07 Oct
07 Oct
July 2020
Features
Active ownership of private equity in a crisis
An active approach is an effective means to minimise risks and maximise returns.
17 Jul
17 Jul
Fund Research
Oakley Capital Investments
OCI, trading on a historically wide discount, is approaching an important NAV update/capital markets event...
15 Jul
15 Jul
June 2020
Strategy
Price is what you pay, value is what you get
The listed private equity sector has seen discounts widen markedly, but does this present an opportunity?
03 Jun
03 Jun
Fund Research
ICG Enterprise
With its focus on defensive growth, ICGT’s current discount feels unwarranted...
04 Jun
04 Jun
Fund Research
HgCapital
Specialist private-equity trust, with a focussed high-growth portfolio...
02 Jun
02 Jun
November 2019
Strategy
The parallel worlds of listed private equity
Some private equity trusts are on an average premium of 18%, whilst others trade on discounts of 15%. Are we missing something!?
13 Nov
13 Nov
Fund Research
Oakley Capital Investments
OCI is a focused private equity trust, trading on a 29% discount…
14 Nov
14 Nov
Fund Research
NB Private Equity Partners
NBPE offers continuing good performance, a unique lower cost approach, and yet is still on a wide discount…
13 Nov
13 Nov
News
Results analysis: ICG Enterprise
In its interim results, ICG Enterprise celebrates its promotion to a new index and continued success...
13 Nov
13 Nov
April 2019
Strategy
Because they're worth it
With the rise of the passives putting more pressure on fees than ever before, we argue that performance fees could be the key to encouraging truly active investment trust managers...
10 Apr
10 Apr
News
Results analysis: ICG Enterprise
Brief review of ICG Enterprise's 31st January Final results, announced 15 April 2019...
15 Apr
15 Apr