September 2021
Strategy
What next for European equities?

After a strong period for European equity markets, we ask whether this trend can continue…
Fund Research
JPMorgan European Discovery

JEDT’s shares are trading at the widest discount of any European trust…
May 2021
Fund Research
European Assets

EAT offers the enviable combination of sector-leading yield with good long-term returns driven by European small caps…
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...
February 2021
Strategy
Eurovision 2021

Eight charts to guide investors through Europe...
Fund Research
JPMorgan European Discovery

JESC offers investors a structured approach to European small-cap investing at an attractive discount…
November 2020
Fund Research
European Assets

EAT offers investors a high level of income from small- and mid-cap companies in Europe…
Events
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: JPMorgan European Smaller Companies

View the presentation and listen to the audio from our 'Discounts in Focus' event on 05 November...
July 2020
Fund Research
JPMorgan European Smaller Companies

With an exceptional track record, JESC offers a balanced portfolio at an attractive discount…
May 2020
Fund Research
TR European Growth

Utilising a unique process, TRG offers a value-tilted portfolio of smaller European companies…
Strategy
The fight in the dog

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...
January 2020
Fund Research
JPMorgan European Smaller Companies

Offering a unique approach to identifying opportunities, JESC is currently trading at an unusually wide discount…
September 2019
Fund Research
TR European Growth

TRG looks to deliver strong capital returns through a portfolio of some of Europe’s most exciting opportunities…
June 2019
Strategy
Measure for measure

In the first of a two-part series, we examine the tools investors can use to assess how active a manager actually is…
April 2019
Fund Research
JPMorgan European Smaller Companies

With a rebalanced portfolio, JPMorgan European Smaller Companies (JESC) offers a balanced portfolio poised for rising market volatility...
January 2019
Fund Research
TR European Growth

A value-led strategy which aims to deliver capital growth through investing in small and medium-sized companies in Europe...
December 2018
Strategy
Surf's up

As rough markets drive share price volatility up, we use a proprietary statistical technique to highlight trusts which have rarely looked cheaper...
November 2018
Strategy
Every cloud...

The endless grinding negativity of Brexit has driven investors away from Europe in scores, leaving rich pickings for opportunistic buyers...
Fund Research
JPMorgan European Smaller Companies

The trust has delivered impressive results over the 20 years that manager Francesco Conte has been at the helm...
January 2018
Fund Research
JPMorgan European Smaller Companies

A high conviction European smaller companies portfolio managed by a team which has generated excellent alpha and sector beating returns...
July 2017
Fund Research
JPMorgan European Smaller Companies

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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.