Kepler Trust Intelligence
Updated 05 Oct 2022
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Disclaimer

This is not substantive investment research or a research recommendation, as it does not constitute substantive research or analysis. This material should be considered as general market commentary.

Come and meet the Kepler Trust Intelligence team

The team at Kepler Trust Intelligence will be joining the AIC for its first ever Investment Company Showcase on Friday 28 October 2022.

The event, which runs from 10am to 4pm and is an opportunity for investors to hear directly from more than 30 leading investment company fund managers.

There will also be the chance to find out how investment companies work and how investors can build a portfolio of investment companies to help meet their financial goals.

A wide range of themes will be represented; from property to private equity, from emerging markets to emerging technologies, and from renewable energy to broad UK and global equity markets. Speakers will review how to beat inflation and generate consistent income from portfolios in uncertain times, as well as giving their thoughts on the economic outlook.

We will be providing live demonstrations of all the features that Kepler Trust Intelligence has to offer, including our watchlist system, and we would love you to join us for a chat on STAND J12.

This is an in-person event held at Novotel London West, Hammersmith in London from 10:00 to 16:00 on Friday 28 October 2022. The Showcase is open-to-all and free to attend using our promotional code KEP22...

The line=up

speaker info

Jason Baggaley
abrdn Property Income
Andrew Bell
Witan
Georgina Brittain
JPMorgan UK Smaller Companies & JPMorgan MiCap
John Citron
JPMorgan Emerging Markets
David Cornell
India Capital Growth
Job Curtis
City of London
Emily Fletcher
BlackRock Frontiers
Andrew Hampson
Tufton Oceanic Assets
James Harries
Securities Trust of Scotland
James Henderson
Lowland, Henderson Opportunities Trust & Law Debenture
Peter Hewitt
CT Global Managed Portfolio
Kenneth MacKenzie
Target Healthcare REIT
Sue Noffke
Schroder Income Growth
Iain Pyle
Shires Income
Ben Rogoff
Polar Capital Technology
Peter Spiller
Capital Gearing Trust
Helen Steers
Pantheon International
Bruce Stout
Murray International
Emma Bird
Head of Investment Trust Research, Winterflood Securities
Myrto Charamis
Co-Head of Investment Companies & Head of Research, Berenberg

Welcome to Kepler Trust Intelligence

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A free Kepler Trust Intelligence account allows you to access premium content including the ‘Kepler View’ – our verdict on the trusts we cover – and historical research so you can see how our view has changed over time. An account also unlocks useful facilities like the ‘follow’ button which lets you keep track of the trusts you’re interested in and as a logged in user you can also download PDFs of our research, and choose the layout of the page you’re reading to suit your preference. We will not share your details unless you give us permission to do so, and we won’t bombard you with emails – we only send one a week.
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The information contained herein is not for distribution and does not constitute an offer to sell or the solicitation of any offer to buy any securities in the United States to or for the benefit of any United States person (being residents of the United States or partnerships or corporations organised under the laws thereof). The investment funds referred to herein have not been registered in the United States under the Investment Company Act of 1940 and units or shares of such funds are not registered in the United States under the Securities Act of 1933.
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How will this information be used? Your answers help us to tailor our content to relevant investment trusts, and to ensure that the asset allocation and portfolio strategy research we produce is appropriate to our userbase.
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One more thing...

Did you know, you can 'follow' individual trusts on Kepler Trust Intelligence? Use the functions below to set up alerts and we'll send you research and updates on your chosen trusts.

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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.