December 2020
Fund Research
Menhaden Resource Efficiency

Unique portfolio and good performance means discount looks anomalous...
June 2020
Fund Research
Menhaden Resource Efficiency

MHN’s portfolio has become significantly more liquid and is trading on a sector-wide discount...
November 2019
Fund Research
Menhaden Resource Efficiency

Could strong performance and transformational deals lead to MHN's discount narrowing?
June 2019
Strategy
Measure for measure

In the first of a two-part series, we examine the tools investors can use to assess how active a manager actually is…
Strategy
Report card

Six months after the launch of our new ratings system, we check whether our rated trusts are on track to remain 'best in class'...
February 2019
Fund Research
Menhaden Resource Efficiency

With a refreshed investment philosophy, this out-of-favour trust is starting to deliver good returns...
November 2018
Strategy
The Great British Buffett

New research claims to have identified the secret of Warren Buffett's success; we apply similar principles to find fund managers in the UK with similar characteristics...
April 2018
Fund Research
Menhaden Resource Efficiency

Menhaden Capital is a value-focused investment trust that seeks to generate long-term capital growth and income by investing in businesses that deliver, or are well placed to benefit from, the effi...
November 2017
Fund Research
Menhaden Resource Efficiency

A value focused investment trust, trading on a very wide discount, which seeks to generate long-term capital growth via a multi-asset portfolio...

May 2017
Fund Research
Biotech Growth

A concentrated investment trust focused on biotechnology stocks and a strong long-term track record of outperformance...

November 2016
Strategy
Fortune favours the brave

Our analysis shows that in relative terms technology trusts have generated significantly better risk adjusted returns than their more broadly diversified global growth cousins...
June 2016
Strategy
Broken Britain

As the UK enters a period of uncertainty the like of which has not been seen since the Suez Crisis, we highlight four trusts which have little exposure to our unfolding catastrophe....

Welcome to Kepler Trust Intelligence

Kepler Trust Intelligence is authorised in the UK by the Financial Conduct Authority.
Please enter a valid email address
{{item.msg}}
Please enter a valid password
{{item.msg}}
Please enter a valid email address
{{item.msg}}
Please check your email. If an account exists you'll be sent instructions on how to reset your password.
Kepler Trust Intelligence is authorised in the UK by the Financial Conduct Authority. To ensure that we are able to provide content which is appropriate for you, please tell us a little about yourself.
Please choose an option
{{item.msg}}
Please enter a company name
{{item.msg}}
Please enter a location name
{{item.msg}}
Please choose an option
{{item.msg}}
Please enter a platform
{{item.msg}}
Please choose an option
{{item.msg}}
Please enter a trust
{{item.msg}}
?
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.
Please confirm
{{item.msg}}
Please select an option
{{item.msg}}
See benefits
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.
Please select an option
{{item.msg}}
Please enter your first name
{{item.msg}}
Please enter your last name
{{item.msg}}
Please enter a valid email address
An account already exists with this email - have you forgotten your password?
{{item.msg}}
Please enter a valid password
{{item.msg}}
Please enter a valid password
{{item.msg}}
Already got an account?
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.
Our Website uses Cookies Cookies are small text files held on your computer. They allow us to give you the best browsing experience possible and mean we can understand how you use our site. Some cookies have already been set. You can delete and block cookies, but parts of our site won’t work without them. By using our website you accept our use of cookies. For further information please refer to the Kepler Privacy Notice.
Need help?

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.

Suggested trusts to follow

{{item.name}} x
Browse all funds
Need help?
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.