Kepler’s own twisted genius, Callum Stokeld, offers some ‘long shot’ scenarios for 2021…
We look back at our favourite articles of the year - including a somewhat accurate warning in January that Coronavirus might be 'something to worry about'...
A festive collection of forecasts, theories, and other harmless fictions from our analysts...
Blackrock Throgmorton (THRG) seeks to use both long and short positions to generate alpha...
Having increased its dividend every year since 1992, BCI retains substantial revenue reserves…
OCI’s NAV announcement next month will update investors on what is a potentially high growth portfolio...
One of the strongest performing trusts in 2019, we look at JMI and the portfolios continued outperformance of the benchmark and peers…
HONY aims for an 8% yield from asset-backed lending and has so far weathered the pandemic well…
PRSR offers an alternative way to gain investment exposure to the supply constrained UK housing market…
Dan Whitestone rationalises the financial performance of individual companies during the pandemic and how this has affected BlackRock Throgmorton Trust plc...
Aberdeen Smaller Companies Income (ASCI) has generated outperformance since the change of strategy and currently offers a 2.8% yield…
With the board announcing that Baillie Gifford will be taking over KIT, we look the new approach focusing on positive change…
ASL offers exposure to a cyclical rebound post-vaccine from a deeply discounted portfolio…
ASIT’s high gearing and cyclical portfolio mean it could offer exceptional performance potential as the end of the pandemic becomes clearer…
2020 has proved UKW’s resilience, but is now better value in terms of premium...
UK equities have been despised for almost five years and could offer extreme rebound potential…
We look at how TIGT has protected capital throughout the uncertainty of 2020, and how it can be a useful addition to income hungry investors’ portfolios…
JCH has bounced back from COVID-19 losses, and yields 4.9%…
MRC has the lowest OCF in the UK All Companies sector and a strong track record...
On a material discount once again, IPU looks attractive for long term investors...
Presentations and audio from our conference focussed on discount opportunities in the investment trust sector…
View the presentation and listen to the audio from our 'Discounts in Focus' event on 05 November...
View the presentation and listen to the audio from our 'Discounts in Focus' event on 05 November...
ASEI targets above-average income and capital growth with an index-agnostic approach...
As we settle in for a new lockdown, Kepler Trust Intelligence invites you to join us for a free series of webinars this Thursday, all of them fully COVID compliant, aiming to highlight discount opp...
TRY offers a yield of almost 4% backed over 100% by reserves…
As our event focussed on discounts approaches, we update our portfolio of discount opportunities and review discounts across the wider IT universe…
In this article, we hear from James Goldstone - fund manager of Keystone Investment Trust and Invesco Perpetual Select Trust: UK Equity Share on assessing mining companies within an ESG framework...
NESF offers a high, well-covered dividend yet trades on a discount to peers…
