THRG’s high net exposure reflects the manager’s bullishness about the opportunity set in UK small caps…
Dividend culture as we knew it is dead, according to Kepler's David Johnson, but investment trusts offer a solution...
Download the presentation and listen to the audio from our 'Cool Britannia' Summer conference on 01 July...
Download the presentation and listen to the audio from our 'Cool Britannia' Summer conference on 01 July...
Download the presentation and listen to the audio from our 'Cool Britannia' Summer conference on 01 July...
Download the presentation and listen to the audio from our second roundtable discussion with Dan Whitestone, Georgina Brittain and Judith MacKenzie...
Insider buying and a positive outlook for the portfolio make DSM’s discount look attractive...
ASCI has outperformed over the current managers’ tenure…
HSL has an extensive track record of outperformance...
Join the team at Kepler Trust Intelligence and six leading UK fund managers as we examine the prospects for UK equities with COVID in retreat and Brexit uncertainty finally behind us…
Our research suggests wide discounts often herald high NAV returns too…
ASIT’s portfolio remains highly geared to an UK economic recovery...
Is a high OCF daylight robbery or should investors keep calm and carry on? Our analysts debate the perennial question…
Despite a strong rally, ASL’s portfolio retains significant upside to fair value...
JMI has a strong long-term track record of outperformance...
BRSC continues to forge a solid long-term track record despite a challenging year…
Reporting results for the year ending 28/02/2021, the momentum behind DSM’s portfolio continues…
JMI continues to be a compelling proposition for investors even on a tighter discount, after releasing a strong set of half-year results this morning…
Reporting results for the year ending 31 Dec 2020, ASCI remains a solid trust on a significant discount to peers…
IPU is back up the performance tables once again, thanks to the managers’ valuation led approach...
After another set of strong results, we look at why, in our opinion, THRG continues to be one of the standout trusts in the UK…
BRSC has a strong track record of consistent outperformance...
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...
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…
One of the strongest performing trusts in 2019, we look at JMI and the portfolios continued outperformance of the benchmark and peers…
BlackRock Throgmorton (THRG) seeks to use both long and short positions to generate alpha...
Dan Whitestone rationalises the financial performance of individual companies during the pandemic and how this has affected BlackRock Throgmorton Trust plc...
