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February 2019
People
History repeating
Pascal Dowling
We speak to Professor Russell Napier, founder of Edinburgh's Library of Mistakes - and find out why he thinks past performance really can be a guide to the future...
Pascal Dowling
04 Feb
04 Feb
January 2019
Fund Research
Mid Wynd International
William Sobczak
A trust that aims to grow real wealth through investing in high-quality stocks across the world...
William Sobczak
14 Jan
14 Jan
December 2018
Year ahead
Ladies, gentlemen and non-binary persons, start your engines…
Pascal Dowling
With Britain only months away from the bright, sunlit uplands of Brexit and America officially ‘great’ again, we present our best ideas for what looks set to be a fascinating year…
Pascal Dowling
31 Dec
31 Dec
Strategy
Efficiency is everything
William Heathcoat Amory
With fee structures under increasing scrutiny, we analyse which trusts limit their costs without sacrificing standards...
William Heathcoat Amory
13 Dec
13 Dec
August 2018
Strategy
Feeling giddy?
Thomas McMahon
As valuations continue to soar, we consider a few equity trusts with different approaches to diversification and risk management...
Thomas McMahon
08 Aug
08 Aug
Fund Research
Mid Wynd International
Mid Wynd International is a core global equity offering which aims to grow wealth steadily through the cycle...
08 Aug
08 Aug
December 2017
Fund Research
Mid Wynd International
A global equity offering which aims to grow wealth with a clear focus on delivering steady returns throughout the cycle, and in particular avoiding downside capture during negative phases...
13 Dec
13 Dec
February 2017
Strategy
Into the wilderness
Alex Paget
As the West heads deeper into uncharted territory, we examine the way in which global fund managers are positioning in the face of vertiginous valuations and seismic political change...
Alex Paget
22 Feb
22 Feb
Strategy
Don't wanna be an American idiot
Pascal Dowling
We highlight various routes to US exposure for those who are not sure how much faith they place in the 'Trump Bump'...
Pascal Dowling
21 Feb
21 Feb
Fund Research
Monks
21 Feb
21 Feb
Fund Research
Mid Wynd International
21 Feb
21 Feb
October 2015
Strategy
Global funds for income, growth and stormy weather
We compare investment trusts and funds across five global equity sectors, and highlight four of the best...
13 Oct
13 Oct
Strategy
Of fear and cheer…
Simon Edelsten, Alex Illingworth and Rosanna Burcheri
The team behind Mid Wynd investment trust discuss a year of highs and lows, and their strategy for dealing with a choppy outlook...
Simon Edelsten, Alex Illingworth and Rosanna Burcheri
13 Oct
13 Oct
June 2015
Strategy
Liquidity: Punching above their weight
Pascal Dowling
Five small yet highly liquid trusts which should be on your radar
Pascal Dowling
10 Jun
10 Jun
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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.