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Trust Intelligence from Kepler Partners
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November 2020
Strategy
Britannia Redux?
Thomas McMahon
UK equities have been despised for almost five years and could offer extreme rebound potential…
Thomas McMahon
25 Nov
25 Nov
Events
Now that's what I call a discount!
Pascal Dowling
Presentations and audio from our conference focussed on discount opportunities in the investment trust sector…
Pascal Dowling
11 Nov
11 Nov
REPLAY
Slides and Audio: Downing Strategic Micro-Cap
Kepler Trust Intelligence
View the presentation and listen to the audio from our 'Discounts in Focus' event on 05 November...
Kepler Trust Intelligence
11 Nov
11 Nov
October 2020
Strategy
Spotlight on discounts
Thomas McMahon
As our event focussed on discounts approaches, we update our portfolio of discount opportunities and review discounts across the wider IT universe…
Thomas McMahon
22 Oct
22 Oct
September 2020
Strategy
Five small cap trusts on very wide discounts
William Heathcoat Amory
The UK Smaller Companies Sector is battered and bruised, but bombed out valuations among trusts in the sector look interesting...
William Heathcoat Amory
17 Sep
17 Sep
Fund Research
Downing Strategic Micro-Cap
William Heathcoat Amory
DSM’s portfolio has proven resilient this year, but the trust’s discount remains very wide…
William Heathcoat Amory
23 Sep
23 Sep
May 2020
Strategy
The fight in the dog
William Sobczak
We look at the characteristics which have separated the winners from the losers among small-cap trusts in the current crisis, with some surprising results...
William Sobczak
06 May
06 May
Fund Research
Downing Strategic Micro-Cap
William Heathcoat Amory
DSM is a highly concentrated micro-cap trust, on a ‘double discount’ of 69%...
William Heathcoat Amory
04 May
04 May
February 2020
Strategy
The return of the activist... but not as we know it.
William Heathcoat Amory
Why the ‘20s will go down as the decade of the corporate activist...
William Heathcoat Amory
20 Feb
20 Feb
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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.