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.
The core of the shortlist is a series of equity trusts with high alpha-generating potential. By considering the information ratio of the trust’s NAV performance, we have aimed to identify those that have managed to add the greatest value for the extra risk they have taken relative to their benchmark - in other words, those which best exemplify the benefits of active management. We have then used our qualitative analysis and quantitative analysis of the market environment to judge whether we expect outperformance in the future.
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