April 2021
Fund Research
Miton UK MicroCap

After an exceptional 2020, MINI may yet have further to go…
March 2021
Strategy
Shoot to Thrill: ISA targets for long term growth

We all intend to invest for the long-term but can often be distracted by the news...
February 2021
Strategy
Eye of the Pfizer

Mining shares have rallied in recent months. With further potential, what impact could this have on the relative returns of active UK Small cap strategies...
December 2020
Fund Research
Miton Global Opportunities

Investing in a diverse array of other trusts, MIGO seeks to build a portfolio with significant embedded value...
November 2020
Strategy
Now that's what I call a discount!

Presentations and audio from our conference focussed on discount opportunities in the investment trust sector…
REPLAY
Slides and Audio: Miton Global Opportunities

View the presentation and listen to the audio from our 'Discounts in Focus' event on 05 November...
Events
Six alternatives to a weekend in Barnard Castle

As we settle in for a new lockdown, Kepler Trust Intelligence invites you to join us for a free series of webinars this Thursday, all of them fully COVID compliant, aiming to highlight discount opp...
October 2020
Strategy
Spotlight on discounts

As our event focussed on discounts approaches, we update our portfolio of discount opportunities and review discounts across the wider IT universe…
Fund Research
Miton UK MicroCap

MINI is the strongest performing UK Smaller companies trust in 2020…
July 2020
Fund Research
Miton Global Opportunities

Using a diverse array of investment trust strategies, MIGO seeks to build a portfolio of trusts with significant embedded value...
April 2020
Events
Talking Trusts - Gervais Williams, Miton UK MicroCap

Earlier this month, we hosted a webinar and live Q&A with Gervais Williams - watch the video and hear the audio here...
November 2019
Strategy
Times are a changin'? The case for a value resurgence

We are in the midst of the longest period of value underperformance since the 1920s. Could we be approaching a change in environment?
October 2019
Fund Research
Miton UK MicroCap

Based around a clear macroeconomic view, MINI offers investors exposure to some of the most exciting opportunities within the UK…
September 2019
Fund Research
Miton Global Opportunities

Using a diverse array of eclectic investment trust strategies, MIGO seeks to build a portfolio of trusts with significant embedded value...
Strategy
Master of all trades: the best multi-asset trusts on the market

Investment trusts are particularly suited to multi-asset strategies. Our research identifies the leaders in this increasingly popular field...
Strategy
Nanny knows best: how regulation is influencing returns

New research suggests disruption is threatened by increased regulation, with clear consequences for investment strategists...
July 2019
People
An industry icon

Stalwart of the investment trust sector Gervais Williams explains how a three decade history with trusts has informed his thinking...
February 2019
Fund Research
Miton UK MicroCap

Miton UK MicroCap is quickly becoming one of the most attractive vehicles to the UK small cap market...
Fund Research
Miton Global Opportunities

A highly differentiated fund of investment trusts, which has delivered annualised returns of 7.5% since launch in 2004...
September 2018
Strategy
High flyers

Our research shows small-cap managers adding consistently more alpha, and regulatory change means this could be an attractive time to invest in the sector...
Fund Research
Miton UK MicroCap

Run by Gervais Williams and Martin Turner, Miton UK Micro Cap is a £102m investment trust that invests in the smallest companies in the UK...
June 2018
Strategy
Pretty little things

Many smaller companies managers have been shifting into micro caps in 2018, should investors be following suit?
May 2018
Fund Research
Miton Global Opportunities

A highly differentiated special opportunities fund of funds, managed by one of the most experienced managers in his sector...
November 2017
Fund research
Diverse Income Trust

A UK multi-cap income trust with a small-cap bias that shows investors don’t need to focus on the most popularly-held dividend stocks for yield
May 2017
Fund Research
Diverse Income Trust

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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.