September 2021
News
Results analysis: Oakley Capital Investments

OCI provides more detail on the drivers behind its strong NAV performance and repeatable investment process...

10 September 2021
August 2021
Strategy
60/40 and other dinosaurs

A simple practical step to take your portfolio from the 1990s into the 2020s...
June 2021
Fund Research
Oakley Capital Investments

OCI’s capital markets day provided valuable insight into opportunity...
May 2021
Strategy
The complexity premium

We examine the idea that extra returns can be obtained from buying investments which are perceived to be more complex by most investors...
April 2021
Strategy
Wide Boys

We review our portfolio of chonky discounts as one star performer hits its target…
March 2021
News
Results analysis: Oakley Capital Investments

The results for the year ending 31/12/2020 reaffirm that OCI offers exposure to resilient growth businesses...

17 March 2021
January 2021
News
Trading update: Oakley Capital Investments

OCI reports a strong NAV, up an impressive 14% since 30 June 2020…

28 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
Fund Research
Oakley Capital Investments

OCI, trading on a historically wide discount, is approaching an important NAV update/capital markets event...
March 2020
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
January 2020
Strategy
Crystal Balls

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…
November 2019
Fund Research
Oakley Capital Investments

OCI is a focused private equity trust, trading on a 29% discount…
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...
April 2019
Strategy
Because they're worth it

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...
March 2019
Fund Research
Oakley Capital Investments

Aiming for long-term capital appreciation through investments in Oakley Capital Private Equity Limited Partnerships...
February 2019
Strategy
A marathon not a sprint

Our research shows that investment trusts' structural advantages give them a significant edge for investors seeking long term capital growth...

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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.