February 2022
News
Results analysis: BlackRock Sustainable American Income
Reporting results for the year ending 31 October 2021, BRSA has succeeded in combining sustainable investing with an outperforming value-stock bias…
17 Feb
17 Feb
Fund Research
US Solar Fund
USF offers a high and dependable yield from a portfolio with a strong ESG rationale…
02 Feb
02 Feb
November 2021
Strategy
How Do You Like Them Apples
Judging whether the US market is expensive is not as easy as many make it out to be…
17 Nov
17 Nov
News
Flash update: NB Private Equity Partners
October NAV from NBPE shows continued momentum…
22 Nov
22 Nov
Fund Research
Brown Advisory US Smaller Companies
BASC has performed strongly under its new manager…
26 Nov
26 Nov
News
Results analysis: Brown Advisory US Smaller Companies
BASC has made a solid start under the new manager, generating significant outperformance….
02 Nov
02 Nov
October 2021
Replay
Slides and Audio: Brown Advisory US Smaller Companies
Download the presentation and listen to the audio from our 'Now that's what I call a discount!' Autumn conference on 30 September...
06 Oct
06 Oct
Features
Baillie Gifford US Growth Trust – Manager Insights
The ways we work, play, study, shop and seek healthcare have changed during the pandemic, prompting new investments by the Baillie Gifford US Growth Trust, as co-manager Kirsty Gibson details...
01 Oct
01 Oct
Fund Research
International Biotechnology
IBT remains differentiated to peers, offering exposure to the explosive potential of innovation in healthcare...
13 Oct
13 Oct
Fund Research
JPMorgan American
JAM offers investors a ‘one stop shop’ to US equities, with a core approach that has outperformed the S&P 500…
06 Oct
06 Oct
September 2021
Strategy
Winter is coming
Summer was a welcome opportunity for exhausted investors to turn their backs on the legion threats they face, but they haven't gone away and the days grow short - we examine four in detail...
01 Sep
01 Sep
News
Flash update: NB Private Equity Partners
NBPE’s NAV momentum continues, and the portfolio’s maturity would indicate that further progress cannot be ruled out…
20 Sep
20 Sep
Fund Research
JPMorgan US Smaller Companies
While the economic outlook may be good for JUSC’s quality bias, its current discount offers an attractive entry point…
22 Sep
22 Sep
News
Results analysis: US Solar Fund
USF is now paying cash-covered dividends in line with its fully operational target of 5.5 cents per share...
20 Sep
20 Sep
July 2021
Opinion
How are the mighty fallen
Dividend culture as we knew it is dead, according to Kepler's David Johnson, but investment trusts offer a solution...
28 Jul
28 Jul
News
Flash update: NB Private Equity Partners
Recent write-up leaves NBPE’s NAV +22.2% YTD with potentially further progress to come…
16 Jul
16 Jul
Fund Research
BlackRock Sustainable American Income
Proposed shifts in BRNA’s strategy towards sustainable investing may improve its return profile and be the catalyst for a narrowing discount….
20 Jul
20 Jul
May 2021
Head to Head
Stand and deliver
Is a high OCF daylight robbery or should investors keep calm and carry on? Our analysts debate the perennial question…
26 May
26 May
Fund Research
NB Private Equity Partners
NBPE’s wide discount appears unwarranted...
26 May
26 May
Fund Research
International Biotechnology
IBT has had a change of management - but no change of strategy…
20 May
20 May
April 2021
REPLAY
Slides and Audio: Jupiter US Smaller Companies
Our research team at Kepler Trust Intelligence hosted a Q&A webinar with Chris Berrier, the new lead manager of the trust at Brown Advisory...
30 Apr
30 Apr
Features
Baillie Gifford US Growth Trust Webinar
Fraser Thomson, client director, talks to Gary Robinson and Kirsty Gibson, co-managers of the Baillie Gifford US Growth Trust. The discussion centres around the recent investment environment and our thoughts for the future, all in the context of the investment approach employed by the trust. Capital at risk.
09 Apr
09 Apr
News
Flash update: NB Private Equity Partners
NBPE has reported a very strong start to 2021, building on an excellent 2020…
27 Apr
27 Apr
Fund Research
Third Point Investors
TPOU’s strong performance, and new board initiatives to narrow the discount, offer an attractive package…
28 Apr
28 Apr
March 2021
News
Results analysis: US Solar Fund
We look at the recent results announcement from USF, and how the trust is poised to offer both high levels of income and capital growth in 2021…
16 Mar
16 Mar
Fund Research
JPMorgan American
JAM offers investors a core portfolio of US equities, blending both growth and value styles, while aiming to outperform the S&P 500…
31 Mar
31 Mar
Fund Research
JPMorgan US Smaller Companies
JUSC offers investors a portfolio of high-quality US small caps, and has a strong record of performance and alpha generation…
03 Mar
03 Mar