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January 2018
Fund research
Aberforth Smaller Companies
A value-focused UK small-cap portfolio run by one of the most experienced small-caps teams in the business...
29 Jan
29 Jan
December 2017
Fund Research
Henderson Smaller Companies
A long-term track record of NAV outperformance, carrying the lowest ongoing charges and management fee in the UK Smaller Companies sector
13 Dec
13 Dec
October 2017
Strategy
Patience is a virtue…
Alex Paget
We analyse the outperformance of UK small-caps and why it has been so important to take a long-term view...
Alex Paget
25 Oct
25 Oct
Fund Research
Invesco Perpetual UK Smaller Companies
Non-independent research
A smaller companies portfolio with a strong track record and an experienced management team offering an unusually high income...
Non-independent research
24 Oct
24 Oct
Fund Research
Rights & Issues
Kepler Trust Intelligence
A very high octane but relatively unknown UK small-cap trust that has delivered significant outperformance and undergone a recent make-over...
Kepler Trust Intelligence
24 Oct
24 Oct
Fund Research
BlackRock Throgmorton Trust
Non-independent research
A growth-orientated UK small-cap trust that is differentiated from its peers thanks to its ability to take both long and short positions...
Non-independent research
24 Oct
24 Oct
September 2017
Strategy
Big Issue(rs)
Alex Paget
We highlight the UK equity trusts that have issued and bought back the most shares over the course of 2017 so far and how these actions have affected shareholders...
Alex Paget
13 Sep
13 Sep
Fund Research
Miton UK MicroCap
Kepler Trust Intelligence
A UK equity trust run by a highly-experienced team that invests in stocks with market capitalisations of less than £150m...
Kepler Trust Intelligence
12 Sep
12 Sep
August 2017
Fund Research
Aurora
Kepler Trust Intelligence
A UK trust that has undergone significant change that is now run using a highly-concentrated, value-based stockpicking approach...
Kepler Trust Intelligence
02 Aug
02 Aug
June 2017
Strategy
MAYDAY!
Alex Paget
As the Conservative party founders, we examine the impact of last week’s disastrous election on trusts...
Alex Paget
12 Jun
12 Jun
Fund Research
AVI Global
Non-independent research
As its name suggests, British Empire Trust has a long and impressive history. For the past 25 years it has employed a “deep value” approach, with the managers aiming to buy quoted investments at a significant discount to NAV.
Non-independent research
28 Jun
28 Jun
Fund Research
Gabelli Value Plus+
Non-independent research
A newly launched but highly-differentiated US equity trust, run by an experienced investment team with a tried and tested value process...
Non-independent research
21 Jun
21 Jun
May 2017
Strategy
An opportunity in UK small-caps?
Pascal Dowling
We round up recent recommendations, results and analysis of the latest developments in the UK small-cap sector...
Pascal Dowling
25 May
25 May
Strategy
Size matters
Alex Paget
We highlight the potential liquidity and capacity constraints that could hinder open-ended UK smaller companies funds...
Alex Paget
04 May
04 May
Fund Research
River & Mercantile UK Micro Cap
Kepler Trust Intelligence
A top-performing UK small-cap trust, run by an experienced manager that is designed to limit potential capacity or liquidity related constraints...
Kepler Trust Intelligence
04 May
04 May
Fund Research
Aberforth Smaller Companies
Kepler Trust Intelligence
A UK small-cap trust with strong value tilt, a highly experienced management team and a long track record of outperformance...
Kepler Trust Intelligence
03 May
03 May
January 2017
Strategy
Analyst roundup
An ‘excellent result’ for shareholders in Alliance Trust, and a mixed bag for Aberforth Smaller Companies...
30 Jan
30 Jan
Strategy
Value: The dawn of a new era?
Alex Paget
Amid much speculation that the 'value' style of investing is making comeback, our research shows that the style has previously performed better during bond market sell-offs...
Alex Paget
26 Jan
26 Jan
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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.