October 2020
Strategy
The real reason to invest in India...

India is struggling economically – could there be a value opportunity in the stock market?
October 2019
Fund Research
Scottish Oriental Smaller Companies

SST’s more defensive approach has served it well in recent choppy markets…
August 2019
Strategy
Quality street: can the dominant style continue to outperform?

For several years, quality as an investing style has dominated, outperforming both value and growth. We examine why the case for quality remains strong and the importance of taking an active approach…
May 2019
Fund Research
Scottish Oriental Smaller Companies

SST has generated strong performance in falling markets, but is still sitting on a wide discount...
December 2018
Strategy
Surf's up

As rough markets drive share price volatility up, we use a proprietary statistical technique to highlight trusts which have rarely looked cheaper...
April 2018
Fund Research
Scottish Oriental Smaller Companies

The board has taken an active approach to managing the discount, buying back shares in the mid-high teens...
August 2017
Fund Research
Scottish Oriental Smaller Companies Investment Trust

A conservative portfolio which tends to perform better when markets are weak...
May 2017
Model portfolio
Hard knocks

Our long term growth model portfolio suffered a serious setback when the Brexit vote came through, but has lived up to its name since then...
Fund Research
Scottish Oriental Smaller Companies
April 2016
Strategy
A wild ride for Endurance Growth

Our long term growth model portfolio has had a white knuckle ride since launch in July...
Fund Research
Scottish Oriental Smaller Companies
Strategy
Fighting spirit

Why investment trusts are the ultimate recovery play...
December 2015
Strategy
A tough call for Asia investors

Fund managers are divided on the outlook for Asian equities as China sees its worse sell off since July...
September 2015
Strategy
RIT Cap stands out amid market chaos

RIT Capital, the most risk averse member of The Endurance Growth Portfolio, has eked out a positive return against a backdrop of plunging markets this summer
July 2015
Fund Research
Scottish Oriental Smaller Companies
June 2015
Strategy
The Endurance Growth Portfolio

Five investment trusts with outstanding long-term growth prospects

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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.