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.
Last week we were joined by around two hundred investors for our online event focussed on discounts – specifically trusts which are trading on discounts which, in our view, do not reflect their potential.
Discounts are of great interest to Kepler Trust Intelligence’s audience and, since the website was launched in 2015, studies focussed on discount opportunities have consistently been among the most popular articles ever published on our website.
Last week’s event – which ran on similar lines to our first ever ‘Now that’s what I call a discount’ event in November last year – saw the managers of six trusts describe the opportunities they see for their investment strategies and the drivers they see behind a tighter discount in the future.
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