3 Sessions
3 Speakers

Following on from the success of our series on smaller companies, Kepler Trust Intelligence will be presenting three further online sessions, focussing on the prospects and opportunities that a wider set of smaller companies can offer, from across the globe.

Featuring fund managers from the UK, US and Asia, this additional event will offer investors the ability to hear about how smaller companies in each geography have performed, and what benefits they can offer to investors’ portfolios.

Sessions will start at 12.30pm, with the exception of Invesco Perpetual UK Smaller Companies which will start at 11.30am, and run for 45 minutes, including time for questions from the audience, moderated by a member of the Kepler Trust Intelligence team.

SMALL CAPS: ENCORE! - 17-19th July

  • UK - Invesco Perpetual UK Smaller Companies
    • UK smaller companies could be in the early stages of a long-term recovery. Robin West talks about how the fear of missing out can lead to a multi-year recovery and how he has geared the portfolio to take advantage of this
  • Asia – abrdn Asia Focus
    • Unlike in developed markets, smaller companies in Asia have outperformed their large cap peers. Gabriel Sacks talks through how this overlooked asset class offers performance and diversification
  • 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

LINEUP

DAY
DATE
SESSIONS
SESSION LINK
Wednesday 17th Invesco Perpetual UK Smaller Companies Recording available
Thursday 18th abrdn Asia Focus Recording available
Friday 19th Brown Advisory US Smaller Companies
Recording available

Sessions

17 Jul
Kepler Event
Invesco Perpetual UK Smaller Companies
Robin West, 11:30

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18 Jul
Kepler Event
abrdn Asia Focus
Gabriel Sacks, 12:30

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19 Jul
Kepler Event
Brown Advisory US Smaller Companies
Chris Berrier, 12:30

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Important information

The opinions and views expressed in these webinars are as of 17 July - 19 July 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.

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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.