December 2020
Fund Research
Menhaden Resource Efficiency

Unique portfolio and good performance means discount looks anomalous...
June 2020
Fund Research
Menhaden Resource Efficiency

MHN’s portfolio has become significantly more liquid and is trading on a sector-wide discount...
November 2019
Fund Research
Menhaden Resource Efficiency

Could strong performance and transformational deals lead to MHN's discount narrowing?
June 2019
Strategy
Measure for measure

In the first of a two-part series, we examine the tools investors can use to assess how active a manager actually is…
Strategy
On track?

Six months in, we review the performance of our core preferred trusts for income, income and growth and high income...
February 2019
Fund Research
Menhaden Resource Efficiency

With a refreshed investment philosophy, this out-of-favour trust is starting to deliver good returns...
November 2018
Strategy
The Great British Buffett

New research claims to have identified the secret of Warren Buffett's success; we apply similar principles to find the UK's answer to The Sage of Omaha...
April 2018
Fund Research
Menhaden Resource Efficiency

A ‘family office’ style approach, aiming for steady returns and minimal capital erosion...
November 2017
Fund research
Menhaden Resource Efficiency

A value focused investment trust, trading on a very wide discount, which seeks to generate long term capital growth and income

November 2016
Fund Research
Biotech 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.