July 2021
Replay
Slides and Audio: Henderson Opportunities Trust

Download the presentation and listen to the audio from our 'Cool Britannia' Summer conference on 01 July...

07 July 2021
Replay
Slides and Audio: Roundtable - The outlook for UK plc

Download the presentation and listen to the audio from our first roundtable discussion with James Henderson, James de Uphaugh and Rory Bateman...

07 July 2021
June 2021
Fund Research
Henderson Opportunities

Despite strong outperformance, HOT’s shares have moved to a substantial discount…
Event
Cool Britannia?

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…
Strategy
Fortune favours the brave (sometimes)

Our research suggests wide discounts often herald high NAV returns too…
May 2021
Features
Take-Off Platforms

Online trading platforms have transformed the way we put our money to work. Iain McCombie, joint manager of the Baillie Gifford UK Growth Fund explains how these companies brought financial power t...
Features
Baillie Gifford UK Growth Fund PLC – Webinar

Anzelm Cydzik talks to investment managers of the Baillie Gifford UK Growth Fund Milena Mileva and Iain McCombie. They discuss the key traits of their long-term investment philosophy, current portf...
Fund Research
Mercantile

MRC has the lowest OCF in the AIC UK All Companies sector and a strong track record...
April 2021
Head to head
The next value opportunity?

Two of our analysts debate whether Europe's improving vaccination programme will be the next opportunity for investors in their pursuit of returns...
Features
Think Positive

How can we best invest to make life better for all, including the world’s poorest? Kate Fox and Lee Qian, joint managers of Keystone Positive Change Investment Trust, explain their approach to Jemi...
March 2021
Features
A change in name, a change of strategy, it’s all positive

In this webinar recording, Rosie Rankin, a specialist on the Baillie Gifford Positive Change Team, speaks to Kate Fox and Lee Qian, investment managers of the Keystone Positive Change Investment Tr...
Fund Research
JPMorgan MidCap

Despite a strong long-term track record, JMF is currently on a wide discount…
Features
Keystone Positive Change Investment Trust

The aim of the Keystone Positive Change Investment Trust is to deliver attractive investment returns on behalf of shareholders over the long term, and to help shareholders contribute towards a mor...
Strategy
Strength in depth

UK Equity Income trusts have done a heroic job of maintaining their dividends through the pandemic...

Features
Positively Radical

Investment and impact go hand in hand for the Keystone Positive Change Investment Trust. New to Baillie Gifford, the trust broadens its investment mandate under the watchful eyes of investment mana...
February 2021
Fund Research
Keystone Positive Change

KPC’s board is proposing significant changes to the investment mandate and strategy...
January 2021
Strategy
Get 'em while they're hot!

We review the widest discounts in the investment trust universe and look at our selection of attractively cheap trusts…
December 2020
Strategy
What the illuminati don’t want you to know

Kepler’s own twisted genius, Callum Stokeld, offers some ‘long shot’ scenarios for 2021…
Strategy
2020 Hindsight

We look back at our favourite articles of the year - including a somewhat accurate warning in January that Coronavirus might be 'something to worry about'...
Strategy
What the Dickens!

A festive collection of forecasts, theories, and other harmless fictions from our analysts...
News
Flash update: Keystone Investment Trust

With the board announcing that Baillie Gifford will be taking over KIT, we look the new approach focusing on positive change…

07 December 2020
November 2020
Fund Research
Mercantile

MRC has the lowest OCF in the UK All Companies sector and a strong track record...
October 2020
Features
A closer look at gold mining companies and ESG

In this article, we hear from James Goldstone - fund manager of Keystone Investment Trust and Invesco Perpetual Select Trust: UK Equity Share on assessing mining companies within an ESG framework...
September 2020
Fund Research
Tellworth British Recovery & Growth

BRIT will be a new UK focussed ‘All-Cap’ trust with stock-picking by the highly experienced Paul Marriage and team at Tellworth Investments…
Fund Research
JPMorgan MidCap

JMF uses quant research and fundamental analysis to take advantage of investor psychology and market inefficiencies...
Fund Research
Aurora

ARR offers a highly concentrated portfolio of long-term value investments…
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…
June 2020
Features
Investment Trust outlook

As the scale of the Covid-19 pandemic unfolds, James Goldstone explains his investment approach, what it means for markets, the companies he owns in his investment trusts, and how they are position...
May 2020
Fund Research
Keystone Positive Change

Now paying a quarterly dividend, KIT is a long-established trust with a valuation-focussed, bottom-up approach and a keen focus on governance...
April 2020
Fund Research
Baillie Gifford UK Growth

BGUK has shown the ability to outperform in both rising and falling markets…
Show More

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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.