January 2021
Strategy
This time next year Rodney...

We review the performance of the team’s ‘top picks’ for 2020 – including some proper plonkers – and place our bets for the year ahead…
December 2020
News
Flash Update: Oakley Capital Investments

OCI’s NAV announcement next month will update investors on what is a potentially high growth portfolio...

23 December 2020
November 2020
Strategy
The haves and have nots

With listed private equity trust discounts widening, are investors mistakenly assuming that underlying portfolios will perform worse than public market indices?...
October 2020
News
Flash update: Oakley Capital Investments

Oakley Capital (OCI) trades on a 28% discount despite the majority of its portfolio companies showing resilience to COVID...

07 October 2020
September 2020
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%...
July 2020
Strategy
A game of four quarters

Seven trusts, two quarters. Are our team still happy with their trust picks for 2020?
Fund Research
Oakley Capital Investments

OCI, trading on a historically wide discount, is approaching an important NAV update/capital markets event...
June 2020
Strategy
Price is what you pay, value is what you get

The listed private equity sector has seen discounts widen markedly, but does this present an opportunity?
May 2020
Fund Research
AVI Global

AGT seeks companies with high-quality growth assets trading at a discount to fair value…
April 2020
Market Insight
Opportunity passed?

Discounts gapped out, but in many cases have rebounded…
March 2020
Strategy
Of mice and men

Our ‘best laid plans’ have somewhat ‘gang aglay’ since the KTI team put forward its best ideas for 2020 in early January…
Strategy
Their darkest hour?

We update our shortlist of discount opportunities...
News
Results analysis: Oakley Capital Investments

Oakley Capital Investments (OCI) released a strong set of results this morning, delivering shareholder returns of 56% over the year to Dec 31, 2019...

12 March 2020
November 2019
Strategy
Off to the races: Kepler's fund shortlists post strong performance

We check in on our growth, income and annuity income shortlists launched earlier this year, which have performed strongly in 2019 to date...
Fund Research
Oakley Capital Investments

OCI is a focused private equity trust, trading on a 29% discount…
Strategy
The parallel worlds of listed private equity

Some private equity trusts are on an average premium of 18%, whilst others trade on discounts of 15%. Are we missing something!?
July 2019
Strategy
Fool's gold?

We examine the relationship between how much a fund costs and how it performs, with surprising results...
May 2019
Strategy
Sweet or sour?

Three months in, we check up on the progress of our discount opportunities portfolio...
March 2019
Fund Research
Oakley Capital Investments

Aiming for long-term capital appreciation through investments in Oakley Capital Private Equity Limited Partnerships...

Welcome to Kepler Trust Intelligence

Kepler Trust Intelligence is authorised in the UK by the Financial Conduct Authority.
Please enter a valid email address
{{item.msg}}
Please enter a valid password
{{item.msg}}
Please enter a valid email address
{{item.msg}}
Please check your email. If an account exists you'll be sent instructions on how to reset your password.
Kepler Trust Intelligence is authorised in the UK by the Financial Conduct Authority. To ensure that we are able to provide content which is appropriate for you, please tell us a little about yourself.
Please choose an option
{{item.msg}}
Please enter a company name
{{item.msg}}
Please enter a location name
{{item.msg}}
Please choose an option
{{item.msg}}
Please enter a platform
{{item.msg}}
Please choose an option
{{item.msg}}
Please enter a trust
{{item.msg}}
?
The information contained herein is not for distribution and does not constitute an offer to sell or the solicitation of any offer to buy any securities in the United States to or for the benefit of any United States person (being residents of the United States or partnerships or corporations organised under the laws thereof). The investment funds referred to herein have not been registered in the United States under the Investment Company Act of 1940 and units or shares of such funds are not registered in the United States under the Securities Act of 1933.
Please confirm
{{item.msg}}
Please select an option
{{item.msg}}
See benefits
A free Kepler Trust Intelligence account allows you to access premium content including the ‘Kepler View’ – our verdict on the trusts we cover – and historical research so you can see how our view has changed over time. An account also unlocks useful facilities like the ‘follow’ button which lets you keep track of the trusts you’re interested in and as a logged in user you can also download PDFs of our research, and choose the layout of the page you’re reading to suit your preference. We will not share your details unless you give us permission to do so, and we won’t bombard you with emails – we only send one a week.
Please select an option
{{item.msg}}
Please enter your first name
{{item.msg}}
Please enter your last name
{{item.msg}}
Please enter a valid email address
An account already exists with this email - have you forgotten your password?
{{item.msg}}
Please enter a valid password
{{item.msg}}
Please enter a valid password
{{item.msg}}
Already got an account?
How will this information be used? Your answers help us to tailor our content to relevant investment trusts, and to ensure that the asset allocation and portfolio strategy research we produce is appropriate to our userbase.
Our Website uses Cookies Cookies are small text files held on your computer. They allow us to give you the best browsing experience possible and mean we can understand how you use our site. Some cookies have already been set. You can delete and block cookies, but parts of our site won’t work without them. By using our website you accept our use of cookies. For further information please refer to the Kepler Privacy Notice.
Need help?

One more thing...

Did you know, you can 'follow' individual trusts on Kepler Trust Intelligence? Use the functions below to set up alerts and we'll send you research and updates on your chosen trusts.

Suggested trusts to follow

{{item.name}} x
Browse all funds
Need help?
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.