December 2019
Features
US Growth Trust manager update

Alex Blake talks to Baillie Gifford investment manager Gary Robinson about the exciting changes in the market and how this impacts investment decisions for the portfolio...

Fund Research
UK Commercial Property REIT

UKCM is well positioned to take advantage of property market volatility…

Features
Small wonders: income from the UK's most exciting companies

Smaller companies have typically been employed to add a little spice to a portfolio, to generate some growth alongside their stodgier blue-chip cousins. But they can play plenty of other roles, inc...

Features
Seeking an income that stays on track for years to come

Join Toby Ross and James Dow, SAINTS’ joint managers, on their travels as they seek out the companies from across the globe that they believe can deliver a dependable and growing income along with ...

Strategy
Holding something in reserve

A sterling bounce poses a threat to UK dividends - we look at how UK equity income investment trust managers stand prepared…

Fund Research
Baring Emerging Europe

BEE invests in strikingly cheap markets and has a strong track record of alpha and dividend generation…

Fund Research
Third Point Offshore

As "opportunistic multi-asset investors”, Daniel Loeb and Third Point are best known for their activist, value-oriented approach...

Fund Research
Residential Secure Income

RESI is targeting a 5% inflation-linked yield…

Fund Research
North American Income Trust

A differentiated source of equity income from a focused portfolio of US equities…

Fund Research
AVI Japan Opportunity Trust

AJOT invests in Japanese small caps, taking advantage of extremely low valuations and using shareholder activism...

Fund Research
Aberforth Smaller Companies

ASL’s portfolio is on a deep discount to the market, with signs of a turnaround in performance…

Features
Electric Medicine

The oncology firm Novocure is extending survival rates by attacking brain cancer with electric fields. Svetlana Viteva, deputy manager of Edinburgh Worldwide Investment Trust, talks to Linda Geddes...

Fund Research
Witan

Highly active multi-manager approach offering a ‘one-stop shop’ for capital appreciation and income…

November 2019
Opinion
Is there a generational opportunity in Japan?

Two of our analysts go head-to-head, arguing the case for Japan...

Fund Research
Schroder UK Mid Cap Fund

UK mid-cap specialist with an extensive track record, trading on a wide discount...

Fund Research
Edinburgh Worldwide Investment Trust

Identifying companies which are small relative to their potential size...

News & Events
Survey: evolution not revolution

Kepler Trust Intelligence looks a little different, and we'd like to know what you think...

News & Events
New feature: fund watchlist

Kepler Trust Intelligence readers can create a fund watchlist, to keep up to date with any new publications related to a fund...

Features
Space: the final investment frontier

Fifty years on from the first moon landing, entrepreneurs on the west coast of America are stepping up spending on space. Luke Ward - space enthusiast and deputy manager of Edinburgh Worldwide Inve...

Features
The imperatives of growth investing

James Anderson, joint manager of Scottish Mortgage Investment Trust, talks about why we need to embrace risk and volatility to achieve long-term rewards.

Strategy
Off to the races: Kepler's fund shortlists post strong performance

We check in on our growth, income and annuity income shortlists launched earlier this year, which have performed strongly in 2019 to date...

Fund Research
BlackRock Throgmorton Trust

One of the most reliable trusts in the UK, THRG has shown the ability to perform strongly in both rising and falling markets at low levels of volatility…

Fund Research
Oakley Capital Investments

OCI is a focused private equity trust, trading on a 29% discount…

News & Events
Flash update - ICG Enterprise

In its interim results, ICG Enterprise celebrates its promotion to a new index and continued success...

13 November 2019
Fund Research
NB Private Equity Partners

NBPE offers continuing good performance, a unique lower cost approach, and yet is still on a wide discount…

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!?

Features
Global megatrends and mining

The mining sector is benefiting from the world’s most compelling long-term trends. From digital transformation, to the sustainability agenda, Olivia Markham, Co-Portfolio Manager on the BlackRock W...

Strategy
Times are a changin'? The case for a value resurgence

We are in the midst of the longest period of value underperformance since the 1920s. Could we be approaching a change in environment?

Fund Research
Tetragon Financial Group

Tetragon Financial invests in a diversified set of alternative assets, and trades on a discount to NAV of c. 47%...

Fund Research
Menhaden

Could strong performance and transformational deals lead to MHN's discount narrowing?

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Current Site Kepler Trust Intelligence is produced by the investment companies team at Kepler Partners and is the UK’s premier source of detailed qualitative research on investment trusts. Absolute Hedge is a market leading UCITS research database providing proprietary research on funds, themes and strategies in the UCITS space. Kepler Liquid Strategies is a Dublin domiciled UCITS fund platform featuring a number of best-of-breed fund managers. Kepler Partners is a corporate advisory and asset raising boutique specialising in the regulated funds market in Europe and investment trusts in the UK.