March 2022
Strategy
It's the end of the world as we know it

We examine five potential themes for investors seeking long-term returns in a troubled and uncertain world...
February 2022
Fund Research
BMO Global Smaller Companies

BGSC’s valuation-sensitive approach has led to strong recent outperformance…
Features
Edinburgh Worldwide Investment Trust - Manager Insights

Fund manager Douglas Brodie discusses new stakes in ‘green hydrogen’ equipment maker ITM Power and software development tool provider JFrog, as well as existing holdings including private company i...
December 2021
Fund Research
Smithson

SSON's concentrated small-cap portfolio has combined strong diversification potential with historic outperformance...
November 2021
Strategy
Don't fear the reaper

With market direction hard to call, we consider the case for taking a long-term view in the investment trust sector…
July 2021
Fund Research
BMO Global Smaller Companies

BGSC is one of the few trusts to offer a truly diversified approach to global small caps, with an attractive discount and incoming tailwinds...
March 2021
Events
Spring Conference '21

Audio and presentations from 21 of the UK’s leading investment trust managers…
Features
Edinburgh Worldwide Investment Trust – Manager Update

Douglas Brodie, investment manager of the Edinburgh Worldwide Investment Trust, reflects on the past year, gives some insight into the current positioning of the portfolio and sheds some light on w...
Replay
Slides and Audio: Edinburgh Worldwide Investment Trust

Download the presentation and listen to the audio from our 'Ideas for your ISA' Spring Conference on 03 March...
November 2020
Fund Research
BMO Global Smaller Companies

BGSC offers investors access to a diversified portfolio of global small caps on a discount…
August 2020
Strategy
Recipe for disaster?

In this article, we assess whether the recent shift to concentrated portfolios has been beneficial or detrimental during corrections…
April 2020
Fund Research
Smithson

Smithson invests in a concentrated portfolio with a disciplined process focusing on the highest quality businesses in the small and mid-cap market...
January 2020
Fund Research
BMO Global Smaller Companies

BGSC is a long-term favourite in the smaller companies universe that has recently slipped to a discount…
November 2019
Fund Research
Edinburgh Worldwide

Identifying companies which are small relative to their potential size...
October 2019
Fund Research
Smithson

Smithson invests in a concentrated portfolio with a disciplined process focusing on the highest quality businesses in the small and mid-cap market...
September 2017
Fund Research
Edinburgh Worldwide

A highly-active global portfolio with a focus on immature ‘problem-solving’ companies...
May 2017
Fund Research
Edinburgh Worldwide
November 2016
Fund Research
Edinburgh Worldwide

A detailed research note on the Edinburgh Worldwide investment trust including share price performance, discount, dividend, premium, asset allocation and gearing analysis...
April 2016
Fund Research
Edinburgh Worldwide
October 2015
Fund Research
F&C Global Smaller Companies

cover-autumn-2015-fandc-global-smaller-companies
June 2015
Fund Research
Edinburgh Worldwide

Baillie Gifford

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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.