Sharply increased exposure to gold, and wide discount, make BRWM attractive in current environment…
MNL is a global trust which has made strong gains in recent years by investing in technology companies…
We consider the risks which could derail the multi-year tech boom…
AGT seeks companies with high-quality growth assets trading at a discount to fair value…
NBPE’s discount has widened dramatically, but its managers have already taken decisive steps to protect the trust…
Join 15 of the UK's best known fund managers at the Kepler Trust Intelligence Virtual Summit to find out how they see the world after the pandemic...
Despite being amongst the very best performers in absolute terms across the entire investment trust sector, BH Global’s discount has sagged...
Strong NAV performance in March crash means discount looks anomalous...
Portfolio manager and senior credit analyst, Invesco
RICA uses a range of asset classes to generate absolute returns for investors with an approach emphasising loss-aversion...
Active specialist manager, performed strongly in the COVID-19 downturn...
MWY has been a standout trust over the past three years, capturing less downside than its peers in negative phases and outperforming during the rising markets…
Discounts have yawned across trusts investing in private companies, but appearances can be deceptive and as COVID-19 unfolds it pays to take care…
Smithson invests in a concentrated portfolio with a disciplined process focusing on the highest quality businesses in the small and mid-cap market...
The team behind Polar Capital's Global Financials Trust think valuations among banking stocks could be an outstanding entry point...
With a strong track record for capital appreciation and income, the past five years haven’t seen any better opportunities to enter SAINTS…
We ask whether the brave should be raising their allocation to Asia...
JGGI is an attractive ‘core holding’ for income-hungry investors…
ATST offers exposure to some of the world’s best fund managers via a low cost manager of managers approach…
HDIV offers a compromise between high yield and security…
BGSC is a long-term favourite in the smaller companies universe that has recently slipped to a discount…
The KTI team’s ‘top picks’ for 2019 have delivered strong results…
Focusing on accessing a diverse array of opportunities globally, AGT seeks companies with high-quality assets exhibiting growth and trading at a discount to fair value...
As "opportunistic multi-asset investors”, Daniel Loeb and Third Point are best known for their activist, value-oriented approach...
Highly active multi-manager approach offering a ‘one-stop shop’ for capital appreciation and income…
Identifying companies which are small relative to their potential size...
NBPE offers continuing good performance, a unique lower cost approach, and yet is still on a wide discount…
We are in the midst of the longest period of value underperformance since the 1920s. Could we be approaching a change in environment?
