Kepler Trust Intelligence
Updated 03 Jul 2024
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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.

Jo Groves and Ryan Lightfoot-Aminoff from Kepler Trust Intelligence discuss the most notable news, reviews and interviews in the investment trust world in June.

We talk about the merger of Alliance Trust (ATST) and Witan (WTAN), alongside the unsuccessful IPO of the Special Opportunities REIT and the newly-announced enhanced dividend and discount management policy for Schroder Japan (SJG).

We also bring you the highlights from our recent small-cap webinar series with Nish Patel, manager of the Global Smaller Companies Trust (GSCT), Gervais Williams, manager of Miton UK MicroCap (MINI) and, finally, Joe Bauernfreund of AVI Japan Opportunity Trust (AJOT).

We round things off with the key talking points from our recent interview with Richard Sennitt, manager of Schroder Oriental Income (SOI), as well as results from Cordiant Digital Infrastructure (CORD) and Sequioa Economic Infrastructure (SEQI).

0:00 Welcome

00:26 Merger of Alliance Trust and Witan

01:31 Wider implications on the sector

03:13 Unsuccessful IPO of Special Opportunities REIT (SOR)

04:40 Opportunities for REIT investing

06:20 New dividend and discount management policy for Schroder Japan

08:44 Overview of small-cap event

09:23 Global Smaller Companies Trust

12:00 Miton UK MicroCap

13:41 AVI Japan Opportunity Trust

15:42 Schroder Oriental Income

18:55 Cordiant Digital Infrastructure results

20:37 Sequoia Economic Infrastructure results

23:07 Risk warning

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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.