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July 2021
News
Results analysis: Alliance Trust
Kepler Trust Intelligence
Alliance Trust released a strong set of results this morning showing strong NAV growth driven by stockpicking, but the trust’s discount remains wider than the peer group average…
Kepler Trust Intelligence
23 Jul
23 Jul
June 2021
Features
Time for the stock pickers
Kepler Trust Intelligence
As a decade of growth-led momentum gives way to a choppy value resurgence, the outlook for markets is uncertain. Stock pickers like the team behind Alliance Trust are poised for their moment in the sun…
Kepler Trust Intelligence
10 Jun
10 Jun
May 2021
Fund Research
Alliance Trust
David Johnson
ATST offers investors access to Willis Towers Watson’s exclusive multi-manager portfolio, which has generated strong returns over the last 12 months…
David Johnson
26 May
26 May
March 2021
Features
Keeping a level head: the balanced approach to investing
Kepler Trust Intelligence
The recent rotation has put a spotlighted how quickly an investment style can fall in or out of favour. For many investors, timing the market is a challenge, which makes a truly active yet balanced approach appealing…
Kepler Trust Intelligence
24 Mar
24 Mar
News
Results analysis: Alliance Trust
William Sobczak
ATST’s unique blend of stockpicking managers has delivered solid absolute returns against a volatile backdrop and extended its impressive dividend track record once again…
William Sobczak
04 Mar
04 Mar
December 2020
Strategy
My haven’t you grown!
William Heathcoat Amory
How sustainability has gone from zero to hero in 2020…
William Heathcoat Amory
16 Dec
16 Dec
November 2020
Fund Research
Alliance Trust
William Sobczak
ATST offers a blended portfolio of nine highly concentrated funds...
William Sobczak
27 Nov
27 Nov
October 2020
Features
Alliance Trust: A standout trust for the uncertain times ahead
Kepler Trust Intelligence
With ISA season quickly approaching, we look at a trust which can offer attractive returns in both bull and bear markets, and has a track record to prove it…
Kepler Trust Intelligence
29 Oct
29 Oct
September 2020
Features
Alliance Trust: more than meets the eye
Kepler Trust Intelligence
Due to the high alpha approach, capital appreciation often gains the headlines, however ATST is also one of the most dependable income sources in the investment trust universe…
Kepler Trust Intelligence
21 Sep
21 Sep
Features
No need for compromise
Kepler Trust Intelligence
The volatility of global markets has illustrated how ‘all-in-one’ investment vehicles can be beneficial for investors. We look at ATST, which can offer diversification without compromising growth…
Kepler Trust Intelligence
09 Sep
09 Sep
July 2020
News
Results analysis: Alliance Trust
The global growth giant holds income steady as COVID continues to batter dividends for investors…
23 Jul
23 Jul
June 2020
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...
05 Jun
05 Jun
May 2020
Events
Braving the new world
Kepler Trust Intelligence
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...
Kepler Trust Intelligence
13 May
13 May
April 2020
Features
Beware the risk: the other side of investing
Kepler Trust Intelligence
Return is the focus of most investment discussion - but risk is a vital part of the investing equation too. We discuss Alliance Trust's approach to risk management...
Kepler Trust Intelligence
03 Apr
03 Apr
March 2020
Features
Lessons from the coronavirus: keep things simple when it comes to investment
Kepler Trust Intelligence
With two major shocks hitting global markets so far in 2020, the case for a straightforward approach to investment has been thrown into relief...
Kepler Trust Intelligence
11 Mar
11 Mar
News
Results analysis: Alliance Trust
Kepler Trust Intelligence
The once sleepy global equities giant released a strong set of annual results this morning, beating its benchmark, reducing its costs, and increasing its dividend for the 53rd consecutive year…
Kepler Trust Intelligence
06 Mar
06 Mar
February 2020
Features
First among equals
Kepler Trust Intelligence
Multi-manager is a popular strategy, but some multi-manager funds are cut from a finer cloth…
Kepler Trust Intelligence
25 Feb
25 Feb
January 2020
Fund Research
Alliance Trust
William Sobczak
ATST offers exposure to some of the world’s best leading managers via a low cost manager of managers approach…
William Sobczak
16 Jan
16 Jan
November 2019
Features
Alliance Trust portfolio update
Sponsored by Alliance Trust
Willis Towers Watson CIO Craig Baker discusses the century old trust's 'go anywhere' investment strategy...
Sponsored by Alliance Trust
06 Nov
06 Nov
April 2019
Strategy
Because they're worth it
William Heathcoat Amory
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...
William Heathcoat Amory
10 Apr
10 Apr
March 2019
People
Race ready
Alice Rigby
Clare Dobie explains how the board upon which she sits set about transforming the once sluggish Alliance Trust into a sleek hulled racing clipper...
Alice Rigby
25 Mar
25 Mar
February 2019
Strategy
A marathon not a sprint
William Heathcoat Amory
Our research shows that investment trusts' structural advantages give them a significant edge for investors seeking long-term capital growth...
William Heathcoat Amory
27 Feb
27 Feb
Fund Research
Alliance Trust
William Sobczak
After changing its spots in 2017, Alliance Trust continues to deliver a growing dividend and attractive returns...
William Sobczak
27 Feb
27 Feb
August 2018
Strategy
The income edge
William Sobczak
Last year saw investment trusts soar in popularity among both retail investors and wealth managers. We examine why this has happened, as well as the structural advantages of investment trusts for income-hungry investors...
William Sobczak
15 Aug
15 Aug
July 2018
Strategy
Go big or go home
William Sobczak
Our research suggests that fund managers who are willing to back their convictions with punchy bets tend to outperform over the long term...
William Sobczak
09 Jul
09 Jul
Fund Research
Alliance Trust
Alliance Trust has changed its spots dramatically, adopting an interesting portfolio management approach that uses 8 sub-managers, each tasked with managing a highly concentrated portfolio...
04 Jul
04 Jul
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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.