AJOT’s activist approach has led it to generate highly idiosyncratic, sector-leading returns over the last 12 months…

AGT trades on an attractively wide discount, despite its long-term outperformance and potential capacity to rebound...

Two of our analysts debate the impact that war in Ukraine could have on investors' portfolios...

AJOT’s concentrated, highly active approach to Japanese small caps has led it to generate strong outperformance over the last 12 months…

AGT has generated some of the best YTD returns in its sector, but its portfolio still trades on a 36% double discount…

Our research suggests wide discounts often herald high NAV returns too…

We examine the idea that extra returns can be obtained from buying investments which are perceived to be more complex by most investors...

For thirty years quality has had a structural tailwind; but revolt is in the air and value is on the barricades…

AJOT’s policy of active engagement means it is primed to capitalise on Japan’s incoming governance reforms…

AGT’s shares trade on a wide double discount to the portfolio’s underlying NAV…

We all intend to invest for the long-term but can often be distracted by the news...

Cheap companies in Japan are drowning in what cheap companies elsewhere would kill for: buckets of cash…

AVI Global has held up strongly throughout the uncertainty of 2020, outperforming the benchmark and taking advantage of depressed valuations…

AVI Global has held up strongly throughout the uncertainty of 2020, outperforming the benchmark and taking advantage of depressed valuations…

AJOT invests in Japanese small caps, taking advantage of extremely low valuations and using shareholder activism...

Audio and presentations from our conference this week, where fifteen of the world's best fund managers described a profoundly altered investment landscape...

AGT seeks companies with high-quality growth assets trading at a discount to fair value…

The KTI team’s ‘top picks’ for 2019 have delivered strong results…

AGT seeks companies with high-quality assets exhibiting growth and trading at a discount to fair value...

AJOT invests in Japanese small caps, taking advantage of extremely low valuations and using shareholder activism...

Two of our analysts go head-to-head, arguing the case for Japan...

New research suggests disruption is threatened by increased regulation, with clear consequences for investment strategists...

In the second part of our active management series, we assess the most active managers across the major closed-ended equity sectors…

As Western economies show signs of their own 'Japanification', we explore the Japanese industries poised to take advantage of this change...

These investment trusts don't fit into the usual boxes, which is exactly what makes them worthy of closer attention...

While British Empire Trust is sitting on a wide discount, the recent sell-off has turned up a wave of new opportunities...

AJOT invests in Japanese small caps, taking advantage of extremely low valuations and using shareholder activism...

After a flood of new investment trust launches in 2018, we examine their progress so far...

While there are some signs that we may be finally seeing the froth come off the growth-led market, we think investors need to be highly selective in choosing value strategies...

The third arrow of Shinzo Abe's grand plan, corporate reform, could have significant implications for undervalued Japanese equities...