September 2020
Fund Research
Seneca Global Income & Growth

Seeking to achieve total returns of CPI +6% p.a., SIGT invests on a multi-asset basis with a value approach...

Fund Research
Third Point Investors

TPOU’s portfolio has been pivoted year to date, and with renewed focus from board and manager, the discount of 23% looks anomalous…

Fund Research
Aberdeen Diversified Income & Growth

ADIG offers a high yield from a portfolio of alternative assets...

Replay
Slides and Audio: International Biotechnology

View the presentation and listen to the audio from our 'Alternatives for Income Investors' event on 29 September...

Replay
Slides and Audio: Aberdeen Diversified Income & Growth

View the presentation and listen to the audio from our 'Alternatives for Income Investors' event on 29 September...

Market insight
Wolf in sheep's clothing?

AVI Global’s growth characteristics shouldn’t be underestimated, yet it trades on a “double discount” of c. 45%...

Fund Research
Witan

WTAN has had a challenging 2020, but a refreshed line-up of managers makes the 7.8% discount potentially attractive…

Fund Research
BMO Managed Portfolio

With Income and Growth shares, the BMO Managed portfolio offers different solutions to investors with different objectives through investment in a diversified portfolio of investment companies...

Fund Research
Majedie

Improving performance in 2020 and a historically wide discount that values the holding in MAM at zero offer an attractive entry point...

Strategy
Eating their cooking

Our analysis suggests that asset management businesses owned by the trusts they manage are on less demanding valuations than their listed equivalents...

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Current Site Kepler Trust Intelligence is produced by the investment companies team at Kepler Partners and is the UK’s premier source of detailed qualitative research on investment trusts. Absolute Hedge is a market leading UCITS research database providing proprietary research on funds, themes and strategies in the UCITS space. Kepler Liquid Strategies is a Dublin domiciled UCITS fund platform featuring a number of best-of-breed fund managers. Kepler Partners is a corporate advisory and asset raising boutique specialising in the regulated funds market in Europe and investment trusts in the UK.