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.
They say that sharks die if they stop moving. It turns out this is only true of obligate ram breathers such as the great white, many other sharks will be just fine. That said, one of our latest innovations to ensure our site doesn’t go the way of MySpace or Digg is the KTI Spider Chart which we have been steadily rolling out in our notes on individual investment trusts. This is a series of quantitative screens which aim to show how a trust performs versus its peers on what we think are critical metrics for investors: performance, consistency, diversification, downside protection and risk. No investment process is likely to be entirely based on quants, but we think they have a crucial role to play. Our system should hopefully help investors understand how trusts perform versus their benchmarks and peers, whether they perform how the managers intend, and how they might fit together with other investments with different characteristics in a diversified portfolio. Below we spell out how this system works and highlight some trusts which perform well on the underlying metrics.
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