Portfolio construction

April 2020
Fund Research
BH Global

Strong NAV performance in March crash means discount looks anomalous...
March 2020
Fund Research
Scottish American

With a strong track record for capital appreciation and income, the past five years haven’t seen any better opportunities to enter SAINTS…
November 2019
Strategy
Off to the races: Kepler's fund shortlists post strong performance

We check in on our growth, income and annuity income shortlists launched earlier this year, which have performed strongly in 2019 to date...
October 2019
Strategy
Life on Mars: could inflation take us back to the '70s?

We discuss two potential catalysts for inflation - and the assets that could offer a hedge against it...
Strategy
Bond proxy?

As a replacement or complement for longer duration bonds, listed alternative income funds look an interesting, well… alternative..
August 2019
Strategy
Dangerous ground: the perils of timing the market

Our research shows that attempting to time the market is, more often than not, a mug's game...
Strategy
Rethinking UK equity income

Despite being a popular allocation for investors, the UK Equity Income sector is currently plagued by the problem of concentration. Our analysis suggests smaller companies could be a strong alterna...
July 2019
Strategy
Ready for action

In the second part of our active management series, we assess the most active managers across the major closed-ended equity sectors…
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…
Strategy
On track?

Six months in, we review the performance of our core preferred trusts for income, income and growth and high income...
May 2019
Strategy
Rebel Rebel

These investment trusts don't fit into the usual boxes, which is exactly what makes them worthy of closer attention...

Strategy
Sweet or sour?

Three months in, we check up on the progress of our discount opportunities portfolio...
February 2019
Strategy
A marathon not a sprint

Our research shows that investment trusts' structural advantages give them a significant edge for investors seeking long term capital growth...
Strategy
Sweet treats

The eight trusts with strong prospects, but wide discounts...
January 2019
Strategy
Simply the best

We reveal the next step in the evolution of our model portfolios...

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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.