Kepler Trust Intelligence will be hosting a week’s worth of online sessions with fund managers and investors, focussing on the prospects and opportunities that smaller companies offer from a range of developed markets.
Each day will involve a presentation from a specialist on regions including the UK, Japan and the US, as well as a manager with a global perspective. This will offer investors the ability to hear about the factors that have affected smaller companies in each geography and why they could be due a comeback.
Sessions will start at 11.30, with the exception of Brown Advisory US Smaller Companies which will start at 13.00, and run for 45 minutes, including time for questions from the audience, moderated by a member of the Kepler Trust Intelligence team.
SMALL CAPS: A LOST DECADE - w/c 17th June
What has affected small caps around the world, and what opportunities lie within…
-
Global – Global Smaller Companies Trust
- New manager Nish Patel has the flexibility to invest across the globe, where does he believe the best opportunities lie globally?
- UK – Miton UK MicroCap
- With a recession seemingly behind us and the potential for interest rate cuts later this year, what lies in store for MINI’s core approach?
-
UK - Rockwood Strategic
- UK smaller companies have been out of favour though could be in the foothills of a recovery. Manager Richard Staveley has managed to deliver impressive returns despite the challenges and is focussed on further outperformance
-
US – Brown Advisory US Smaller Companies
- Whilst the US has dominated performance, small caps have been left behind. Chris Berrier explores how a changing interest rate environment could reverse this
-
Japan – AVI Japan Opportunity
- The AVI management team were early adopters of the corporate governance story. Now the country is seeing a resurgence in interest, they believe small caps have strong future potential
LINEUP
Sessions
A free Kepler Trust Intelligence account allows you to access premium content including session recordings and presentations.
Create your free accountA free Kepler Trust Intelligence account allows you to access premium content including session recordings and presentations.
Create your free accountA free Kepler Trust Intelligence account allows you to access premium content including session recordings and presentations.
Create your free accountA free Kepler Trust Intelligence account allows you to access premium content including session recordings and presentations.
Create your free accountImportant information
The opinions and views expressed in these webinars are as of 17 June - 21 June 2024 and are subject to change. They are for information purposes only and should not be used or construed as an offer to sell, a solicitation of an offer to buy, or a recommendation to buy, sell or hold any security, investment strategy or market sector. No forecasts can be guaranteed. Opinions and examples are meant as an illustration of broader themes, are not an indication of trading intent and may not reflect the views of others in the organisation. It is not intended to indicate or imply that any illustration/example mentioned is now or was ever held in any portfolio. Kepler Partners LLP may manage investment products with a financial interest in securities mentioned herein and any comments should not be construed as a reflection on the past or future profitability. There is no guarantee that the information supplied is accurate, complete or timely, nor are there any warranties with regards to the results obtained from its use. Past performance is no guarantee of future results. Investing involves risk, including the possible loss of principal and fluctuation of value.
The information contained herein is for educational purposes only and should not be construed as financial, legal or tax advice. Circumstances may change over time so it may be appropriate to evaluate strategy with the assistance of a financial professional. Federal and state laws and regulations are complex and subject to change. Laws of a particular state or laws that may be applicable to a situation may have an impact on the applicability, accuracy or completeness of the information provided. Kepler Partners LLP does not have information related to and does not review or verify particular financial or tax situations and is not liable for use of, or any position taken on, such information.
Kepler Partners LLP considers this commentary to be a minor non-monetary benefit, as it:
1. Is intended to enhance the quality of service provided to you by us and is generic in nature;
2. Consists of short-term market commentary on the latest economic statistics and/or company results and/or information on upcoming releases or events;
3. Contains a brief summary of the author’s own opinion on such information;
4. Is not substantiated nor does it include any substantive analysis;
5. Reiterates the Kepler Partner LLP’s view on an existing recommendation or substantive research material; and/or
6. Is unlikely to impair your investment firm's compliance duty to act in the best interest of your client.
This report has been issued by Kepler Partners LLP for communication only to eligible counterparties and professional clients as defined by the Financial Conduct Authority. Its contents may not be suitable for and are not to be communicated to or be relied on by retail clients. It is not an indication as to the suitability or appropriateness of investing in the security or securities discussed.
Past performance is not a reliable indicator of future results. The value of investments can fall as well as rise and you may get back less than you invested when you decide to sell your investments. It is strongly recommended that Independent financial advice should be taken before entering into any financial transaction.
The information provided on this website is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation or which would subject Kepler Partners LLP to any registration requirement within such jurisdiction or country. In particular, this website is exclusively for non-US Persons. Persons who access this information are required to inform themselves and to comply with any such restrictions.
The information contained in this website is not intended to constitute, and should not be construed as, investment advice. No representation or warranty, express or implied, is given by any person as to the accuracy or completeness of the information and no responsibility or liability is accepted for the accuracy or sufficiency of any of the information, for any errors, omissions or misstatements, negligent or otherwise. Any views and opinions, whilst given in good faith, are subject to change without notice.
This is not an official confirmation of terms and is not a recommendation, offer or solicitation to buy or sell or take any action in relation to any investment mentioned herein. Any prices or quotations contained herein are indicative only.
Kepler Partners LLP (including its partners, employees and representatives) or a connected person may have positions in or options on the securities detailed in this report, and may buy, sell or offer to purchase or sell such securities from time to time, but will at all times be subject to restrictions imposed by the firm’s internal rules. A copy of the firm’s Conflict of Interest policy is available on request.
PLEASE SEE ALSO OUR TERMS AND CONDITIONS
Kepler Partners LLP is authorised and regulated by the Financial Conduct Authority (FRN 480590), registered in England and Wales at 70 Conduit Street, London W1S 2GF with registered number OC334771.
