November 2021
Strategy
How Do You Like Them Apples
Judging whether the US market is expensive is not as easy as many make it out to be…
17 Nov
17 Nov
Features
Is your portfolio an ‘80s throwback?
Private equity investment trusts could add valuable diversification to private investors portfolios, which often still resemble old fashioned 60/40 strategies…
10 Nov
10 Nov
News
Flash update: NB Private Equity Partners
October NAV from NBPE shows continued momentum…
22 Nov
22 Nov
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
July 2021
Strategy
Grade inflation
We look at how our discounted opportunities portfolio has done in the first half of the year and update on the performance of our long-term rated funds…
14 Jul
14 Jul
Features
The evolution of an investment thesis
NB Private Equity Partners explain why they think a key advantage of private equity is the ability to magnify potential growth via well timed business decisions...
30 Jul
30 Jul
News
Flash update: NB Private Equity Partners
Recent write-up leaves NBPE’s NAV +22.2% YTD with potentially further progress to come…
16 Jul
16 Jul
April 2021
Strategy
Wide Boys
We review our portfolio of chonky discounts as one star performer hits its target…
14 Apr
14 Apr
Features
More than meets the eye with private company investing
The case for having an allocation to private companies has become compelling in recent years – yet not all ways of making unquoted investments are made alike...
06 Apr
06 Apr
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
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
Features
In adversity, strength
In this article we look at a number of catalysts that could see NBPE’s discount narrow, potentially offering a ‘double whammy’ in terms of returns for investors…
23 Nov
23 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
March 2020
Strategy
Of mice and men
Our ‘best laid plans’ have somewhat ‘gang aglay’ since the KTI team put forward its best ideas for 2020 in early January…
25 Mar
25 Mar
Features
Three real world examples of the value-creating powers of private equity
At their core, private equity trusts like NBPE create value by supporting growing companies - here, we discuss three such companies and how the investments worked...
04 Mar
04 Mar