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May 2021
Strategy
The complexity premium
Thomas McMahon
We examine the idea that extra returns can be obtained from buying investments which are perceived to be more complex by most investors...
Thomas McMahon
19 May
19 May
April 2021
Strategy
Wide Boys
Thomas McMahon
We review our portfolio of chonky discounts as one star performer hits its target…
Thomas McMahon
14 Apr
14 Apr
News
Flash update: NB Private Equity Partners
William Heathcoat Amory
NBPE has reported a very strong start to 2021, building on an excellent 2020…
William Heathcoat Amory
27 Apr
27 Apr
January 2021
Strategy
Get 'em while they're hot!
Thomas McMahon
We review the widest discounts in the investment trust universe and look at our selection of attractively cheap trusts…
Thomas McMahon
14 Jan
14 Jan
December 2020
News
Flash update: NB Private Equity Partners
William Heathcoat Amory
Significant realisation should prompt investors to re-look at the discount to NAV...
William Heathcoat Amory
11 Dec
11 Dec
November 2020
Strategy
The haves and have nots
William Heathcoat Amory
With listed private equity trust discounts widening, are investors mistakenly assuming that underlying portfolios will perform worse than public market indices?...
William Heathcoat Amory
05 Nov
05 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: NB Private Equity Partners
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
Can the passives bull market continue forever?
Callum Stokeld
We examine what the trend to passive investing means for active investment strategies…
Callum Stokeld
28 Oct
28 Oct
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
Fund Research
NB Private Equity Partners
William Heathcoat Amory
NBPE is unique in the LPE sector, which means its wide discount is attractive…
William Heathcoat Amory
28 Oct
28 Oct
July 2020
Strategy
A game of four quarters
Callum Stokeld
Seven trusts, two quarters. Are our team still happy with their trust picks for 2020?
Callum Stokeld
21 Jul
21 Jul
June 2020
Strategy
Price is what you pay, value is what you get
William Heathcoat Amory
The listed private equity sector has seen discounts widen markedly, but does this present an opportunity?
William Heathcoat Amory
03 Jun
03 Jun
May 2020
Fund Research
NB Private Equity Partners
William Heathcoat Amory
NBPE’s discount has widened dramatically, but its managers have already taken decisive steps to protect the trust…
William Heathcoat Amory
14 May
14 May
March 2020
Strategy
Of mice and men
William Heathcoat Amory
Our ‘best laid plans’ have somewhat ‘gang aglay’ since the KTI team put forward its best ideas for 2020 in early January…
William Heathcoat Amory
25 Mar
25 Mar
January 2020
Strategy
Crystal Balls
Pascal Dowling
Drunk on our success in choosing funds to perform well in 2019, the team at Kepler Trust Intelligence is back at the table with a glint in its eye…
Pascal Dowling
02 Jan
02 Jan
November 2019
Strategy
The parallel worlds of listed private equity
William Heathcoat Amory
Some private equity trusts are on an average premium of 18%, whilst others trade on discounts of 15%. Are we missing something!?
William Heathcoat Amory
13 Nov
13 Nov
Fund Research
NB Private Equity Partners
William Heathcoat Amory
NBPE offers continuing good performance, a unique lower cost approach, and yet is still on a wide discount…
William Heathcoat Amory
13 Nov
13 Nov
July 2019
Strategy
Fool's gold?
William Heathcoat Amory
We examine the relationship between how much a fund costs and how it performs, with surprising results...
William Heathcoat Amory
24 Jul
24 Jul
May 2019
Fund Research
NB Private Equity Partners
William Heathcoat Amory
A wide range of discount-narrowing initiatives have built a good foundation for investors in NBPE...
William Heathcoat Amory
13 May
13 May
October 2018
Strategy
Missing something?
William Heathcoat Amory
As more and more of the world's most exciting companies delay listing, the opportunity in private companies has become too large to ignore...
William Heathcoat Amory
17 Oct
17 Oct
Fund Research
NB Private Equity Partners
William Heathcoat Amory
NB Private Equity Partners focuses on direct equity and debt investments in private equity-backed companies, with investments made alongside private equity sponsors...
William Heathcoat Amory
17 Oct
17 Oct
February 2018
Listed Private Equity
Once bitten, twice shy...
William Heathcoat Amory
Fearful memories of 2008 mean discounts remain wide in the listed private equity sector, despite excellent returns from some of the trusts it contains...
William Heathcoat Amory
21 Feb
21 Feb
Fund Research
NB Private Equity Partners
William Heathcoat Amory
NB Private Equity Partners (NBPE) focuses on direct equity and debt investments in private equity-backed companies, with investments made alongside private equity sponsors.
William Heathcoat Amory
21 Feb
21 Feb
November 2017
Fund research
NB Private Equity Partners
A unique approach to private equity that has delivered strong capital growth and income generation...
24 Nov
24 Nov
June 2017
Sector report
Searching for value
William Heathcoat Amory
We identify pockets of value in the booming listed private equity sector...
William Heathcoat Amory
28 Jun
28 Jun
Fund Research
NB Private Equity Partners
28 Jun
28 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.