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.
With our discount opportunities portfolio, we look for opportunities in investment trusts where we can see a reasonable rationale for a wide discount narrowing and the potential for NAV outperformance too. We have looked into whether discounts might not only indicate the potential for a kicker to share price returns, but potentially signal contrarian opportunities on a NAV basis too.
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