We review the widest discounts in the investment trust universe and look at our selection of attractively cheap trusts…
We review the performance of the team’s ‘top picks’ for 2020 – including some proper plonkers – and place our bets for the year ahead…
Blackrock Throgmorton (THRG) seeks to use both long and short positions to generate alpha...
One of the strongest performing trusts in 2019, we look at JMI and the portfolios continued outperformance of the benchmark and peers…
Dan Whitestone rationalises the financial performance of individual companies during the pandemic and how this has affected BlackRock Throgmorton Trust plc...
Aberdeen Smaller Companies Income (ASCI) has generated outperformance since the change of strategy and currently offers a 2.8% yield…
ASL offers exposure to a cyclical rebound post-vaccine from a deeply discounted portfolio…
ASIT’s high gearing and cyclical portfolio mean it could offer exceptional performance potential as the end of the pandemic becomes clearer…
UK equities have been despised for almost five years and could offer extreme rebound potential…
On a material discount once again, IPU looks attractive for long term investors...
Presentations and audio from our conference focussed on discount opportunities in the investment trust sector…
View the presentation and listen to the audio from our 'Discounts in Focus' event on 05 November...
View the presentation and listen to the audio from our 'Discounts in Focus' event on 05 November...
IPU’s de-rating has been savage...
One of the most reliable trusts in the UK smaller-companies sector, THRG uses both a long and a short book to generate alpha, regardless of the wider market conditions…
This stockpicking duo have managed the Invesco UK Smaller Companies trust as a team since 2014...
ASL offers exciting return potential from its current extreme levels of valuation…
ASIT’s gearing allows it to offer a very high yield and strong rebound potential…
BRSC has one of the strongest track records in the UK Smaller Companies universe, consistently outperforming the benchmark in rising and falling markets…
Join 15 of the UK's best known fund managers at the Kepler Trust Intelligence Virtual Summit to find out how they see the world after the pandemic...
We look at the characteristics which have separated the winners from the losers among small-cap trusts in the current crisis, with some surprising results...
DSM is a highly concentrated micro-cap trust, on a ‘double discount’ of 69%...
IPU has performed defensively during the selloff, and now trades on a small discount once again...
ASCI offers investors both capital appreciation and income from a portfolio of high-quality UK smaller companies…
Discounts have yawned across trusts investing in private companies, but appearances can be deceptive and as COVID-19 unfolds it pays to take care…
