We review the performance of the team’s ‘top picks’ for 2020 – including some proper plonkers – and place our bets for the year ahead…
OCI’s NAV announcement next month will update investors on what is a potentially high growth portfolio...
With listed private equity trust discounts widening, are investors mistakenly assuming that underlying portfolios will perform worse than public market indices?...
Oakley Capital (OCI) trades on a 28% discount despite the majority of its portfolio companies showing resilience to COVID...
AVI Global’s growth characteristics shouldn’t be underestimated, yet it trades on a “double discount” of c. 45%...
OCI, trading on a historically wide discount, is approaching an important NAV update/capital markets event...
Oakley Capital Investments (OCI) released a strong set of results this morning, delivering shareholder returns of 56% over the year to Dec 31, 2019...
Drunk on our success in choosing funds to perform well in 2019, the team at Kepler Trust Intelligence is back at the table with a glint in its eye…
OCI is a focused private equity trust, trading on a 29% discount…
We examine the relationship between how much a fund costs and how it performs, with surprising results...
Three months in, we check up on the progress of our discount opportunities portfolio...
With the rise of the passives putting more pressure on fees than ever before, we argue that performance fees could be the key to encouraging truly active investment trust managers...
Aiming for long-term capital appreciation through investments in Oakley Capital Private Equity Limited Partnerships...
Our research shows that investment trusts' structural advantages give them a significant edge for investors seeking long term capital growth...