November 2019
Fund Research
Oakley Capital Investments

OCI is a focused private equity trust, trading on a 29% discount…

News & Events
Flash update - ICG Enterprise

In its interim results, ICG Enterprise celebrates its promotion to a new index and continued success...

13 November 2019
Fund Research
NB Private Equity Partners

NBPE offers continuing good performance, a unique lower cost approach, and yet is still on a wide discount…

Strategy
The parallel worlds of listed private equity

Some private equity trusts are on an average premium of 18%, whilst others trade on discounts of 15%. Are we missing something!?

Features
Global megatrends and mining

The mining sector is benefiting from the world’s most compelling long-term trends. From digital transformation, to the sustainability agenda, Olivia Markham, Co-Portfolio Manager on the BlackRock W...

Strategy
Times are a changin'? The case for a value resurgence

We are in the midst of the longest period of value underperformance since the 1920s. Could we be approaching a change in environment?

Fund Research
Tetragon Financial Group

Tetragon Financial invests in a diversified set of alternative assets, and trades on a discount to NAV of c. 47%...

Fund Research
Menhaden

Could strong performance and transformational deals lead to MHN's discount narrowing?

People
Poacher turned gamekeeper

Former fund manager - now investment trust chairman - Neil Rogan discusses how his own lessons from the job have helped him in his role...

Fund Research
BMO Commercial Property

The quality tilt of the portfolio could provide defensive qualities…

Fund Research
Lindsell Train

Run by world renowned Nick Train, Lindsell Train offers a concentrated portfolio of UK companies and one of the strongest performance records in the investment trust universe…

Fund Research
Fidelity European Values

Having been at the helm of the portfolio for over eight years, Sam Morse has proven himself as one of the better managers in the European sector…

October 2019
Opinion
All that glitters? The case for and against gold

Two of our analysts go head-to-head, debating whether gold is the ultimate safe haven asset...

Fund Research
Templeton Emerging Markets

TEM has seen a rebound in performance since a change of approach…

Fund Research
Smithson

Smithson invests in a concentrated portfolio with a disciplined process focusing on the highest quality businesses in the small and mid-cap market...

Fund Research
HICL Infrastructure

Institutional quality infrastructure assets, delivering an attractive income...

Strategy
Sail away: the best trusts to escape the UK

We look under the hoods of Global sector trusts to see which offer the best diversification prospects for UK investors...

News & Events
Flash Update - JPMorgan Global Core Real Assets

JARA showing momentum in the aftermarket following IPO...

Fund Research
BlackRock World Mining Trust

BRWM's wide discount to NAV, in an already under-owned sector, could offer potential for a rerating...

Fund Research
F&C Investment Trust

One of the world’s oldest investment trusts, F&C Investment Trust is on course for its 49th year of consecutive dividend increases...

Features
Europe: strength in adversity

Amid economic weakness, there are high quality European companies delivering long-term returns says BlackRock’s Stefan Gries...

Fund Research
GCP Student Living

DIGS offers exposure to an alternative property sector in high demand...

Fund Research
Jupiter European Opportunities

Run by one of the most successful fund managers in the investment trust universe, JEO offers exposure to exciting growth opportunities across Europe…

Fund Research
TR Property

Specialist property trust, which has consistently outperformed its benchmark…

Features
Thinking big on small companies

Certain beliefs persist around smaller companies: they are domestic in focus, can be volatile and may be illiquid. For these reasons, many investors often avoid this area of the market. In our view...

Fund Research
BMO Real Estate Investments

BREI offers a yield of 5.9% and a track record of superior income growth...

Fund Research
Ruffer Investment Company

RICA uses a range of asset classes to generate absolute returns for investors with an approach emphasising loss-aversion...

Strategy
Life on Mars: could inflation take us back to the '70s?

We discuss two potential catalysts for inflation - and the assets that could offer a hedge against it...

Fund Research
Invesco Perpetual UK Smaller Companies Trust

Fundamental stock pickers, aiming to achieve top quartile performance with below average volatility…

Fund Research
City of London Investment Trust

Fifty-three consecutive years of dividend growth, and counting…

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