June 2020
Market insight
Factor performance and the COVID-19 effect

Will value continue to move into the black, or fade to red?

Features
Investment Trust outlook

As the scale of the Covid-19 pandemic unfolds, James Goldstone explains his investment approach, what it means for markets, the companies he owns in his investment trusts, and how they are position...

Strategy
Pick your poison

We try to identify the best compromises between yield, value and security in the property sectors…

Fund Research
BMO Real Estate Investments

BREI trades on one of the widest discounts in its sector despite strong performance and a defensive bias…

Fund Research
US Solar Fund

USFP invests and operates solar power projects in North America...

Market insight
Fortune favours the brave

Better yields and discounts are on offer in the emerging markets…

Fund Research
Tetragon Financial Group

Exceptionally wide discount means TFG could be a compelling opportunity for some investors...

News & Events
Deep impact

Audio and presentations from our conference this week, where fifteen of the world's best fund managers described a profoundly altered investment landscape...

Features
A different approach to Japan

Schroder Japan Growth offers a solid yield and a crisp focus on valuation which differentiates it from its peers...

Fund Research
ICG Enterprise

With its focus on defensive growth, ICGT’s current discount feels unwarranted...

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?

Fund Research
HgCapital

Specialist private-equity trust, with a focussed high-growth portfolio...

Features
Mining: resilience in a crisis

The fortunes of the mining sector are often associated with economic growth but on the BlackRock World Mining Trust plc, we believe the inherent strength of mining companies has been widely underes...

Market insight
A Buffett style margin for error?

Downing Strategic Micro-Cap has had to call for the tow truck for some of its holdings in the past, but we think the signs are that it is now well placed. Yet DSM trades on a historically wide disc...

May 2020
Features
Opportunities from the Covid-19 crisis

Ian Hargreaves of Invesco outlines key questions to be considered through this 'black swan' event...

Fund Research
Aberforth Smaller Companies

ASL offers exciting return potential from its current extreme levels of valuation…

Fund Research
BlackRock World Mining

Sharply increased exposure to gold, and wide discount, make BRWM attractive in current environment…

Opinion
Price matters, or does it?

NAVs and share price histories both tell a tale, but we think the former has far more value as an indicator than the latter...

Fund Research
Aberforth Split Level Income

ASIT’s gearing allows it to offer a very high yield and strong rebound potential…

Fund Research
BlackRock Smaller Companies

BRSC has one of the strongest track records in the UK Smaller Companies universe, consistently outperforming the benchmark in rising and falling markets…

Fund Research
Manchester & London

MNL is a global trust which has made strong gains in recent years by investing in technology companies…

Strategy
Riding for a fall?

We consider the risks which could derail the multi-year tech boom…

Fund Research
AVI Global

AGT seeks companies with high-quality growth assets trading at a discount to fair value…

Fund Research
TR European Growth

Utilising a unique process, TRG offers a value-tilted portfolio of smaller European companies…

Market insight
Shuffling back towards the door?

Equity markets have rebounded strongly… should you be de-risking your equity exposure?

Fund Research
NB Private Equity Partners

NBPE’s discount has widened dramatically, but its managers have already taken decisive steps to protect the trust…

KTI Virtual Summit
Braving the new world

Join 15 of the UK's best known fund managers at the Kepler Trust Intelligence Virtual Summit to find out how they see the world after the pandemic...

Small caps
Sea change

While global giants like Amazon still hold the weather gauge, we examine the long term prospects for a shift in the prevailing wind...

Fund Research
BlackRock Latin American

BRLA invests in Latin America, where valuations could indicate a generational buying opportunity…

Features
Ford - down but not out

In this article, Rhys Davies of Invesco puts forward the investment case for Ford in lieu of the federal assistance received in the short- and medium-term...

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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.