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Trust Intelligence from Kepler Partners
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February 2019
Strategy
A marathon not a sprint
William Heathcoat Amory
Our research shows that investment trusts' structural advantages give them a significant edge for investors seeking long term capital growth...
William Heathcoat Amory
27 Feb
27 Feb
November 2018
Fund Research
Scottish Mortgage
William Heathcoat Amory
Scottish Mortgage is a global equity trust run via a highly concentrated, growth-orientated stockpicking approach...
William Heathcoat Amory
06 Nov
06 Nov
July 2018
Strategy
Go big or go home
William Sobczak
The overwhelming evidence is that fund managers who are willing to back their convictions with punchy bets are the ones that tend to outperform by the highest margin...
William Sobczak
09 Jul
09 Jul
Fund Research
Scottish Mortgage
Scottish Mortgage is a global equity portfolio run via a highly concentrated, growth-orientated stockpicking approach...
12 Jul
12 Jul
June 2018
Strategy
A winning combination
Thomas McMahon
New research from Cass Business school helps explain why closed-ended funds have outperformed their open-ended peers in the major equity sectors since 2000...
Thomas McMahon
27 Jun
27 Jun
Opinion
James Anderson: The US, the UK and company creation
James Anderson
Baillie Gifford's James Anderson thinks the UK falls a long way short of the standards being set on the US west coast...
James Anderson
11 Jun
11 Jun
February 2018
Listed Private Equity
Once bitten, twice shy...
William Heathcoat Amory
Fearful memories of 2008 mean discounts remain wide in the listed private equity sector, despite excellent returns from some of the trusts it contains...
William Heathcoat Amory
21 Feb
21 Feb
Outlook
Regards from Shanghai
James Anderson
Baillie Gifford's James Anderson meets Alibaba founder Jack Ma and finds him in an ebullient mood...
James Anderson
21 Feb
21 Feb
Fund Research
Scottish Mortgage
Pascal Dowling
The UK's largest investment trust, and a standout performer, with a very high conviction approach focused on some of the world's biggest growth stories...
Pascal Dowling
21 Feb
21 Feb
December 2017
Cover research
Race to the bottom
William Heathcoat Amory
Ahead of the new PRIIPS rules we examine the progress investment trust boards are making in reducing costs...
William Heathcoat Amory
14 Dec
14 Dec
October 2017
Fund research
Scottish Mortgage
A high growth global trust with a very enviable track record...
23 Oct
23 Oct
April 2017
Cover story
The greatest
Pascal Dowling
We use technical analysis to identify some of the best stock picking fund managers in the world today...
Pascal Dowling
26 Apr
26 Apr
Fund Research
Scottish Mortgage
20 Apr
20 Apr
July 2016
Strategy
The investment trust advantage
William Heathcoat Amory
The UK's leading managers tell us how they use investment trusts to maximise returns...
William Heathcoat Amory
12 Jul
12 Jul
Opinion
Anarchy in the UK
William Heathcoat Amory
We collate the reactions of the City's leading investment companies analysts in the wake of the EU referendum...
William Heathcoat Amory
12 Jul
12 Jul
April 2016
Strategy
Fighting spirit
20 April 2016
Why investment trusts are the ultimate recovery play...
20 April 2016
05 Apr
05 Apr
Fund Research
Scottish Mortgage
19 Apr
19 Apr
October 2015
Strategy
Global funds for income, growth and stormy weather
We compare investment trusts and funds across five global equity sectors, and highlight four of the best...
13 Oct
13 Oct
Strategy
Investing on the bright side
This is an exhilarating time to be a growth investor, says Baillie Gifford's James Budden, who thinks too much focus on the downside leads to missed opportunities...
13 Oct
13 Oct
Fund Research
Scottish Mortgage
13 Oct
13 Oct
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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.