Disclosure – Non-substantive Research
This is not substantive investment research or a research recommendation, as it does not constitute substantive research or analysis. With this commentary, Kepler Partners LLP does not intend to influence your investment firm's behaviour.
Since we last reviewed our portfolio of discount opportunities, an awful lot has happened. Recent weeks have seen severe sell-offs caused by the spread of the novel coronavirus. The situation is still highly volatile, and has already led to widening of discounts across the investment trust universe. We look at the discount picture in the light of this crisis and provide an update on our list of stand-out discount opportunities. We also add two new trusts to the list.
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