November 2020
Strategy
The haves and have nots
With listed private equity trust discounts widening, are investors mistakenly assuming that underlying portfolios will perform worse than public market indices?...
05 Nov
05 Nov
Events
Now that's what I call a discount!
Presentations and audio from our conference focussed on discount opportunities in the investment trust sector…
11 Nov
11 Nov
REPLAY
Slides and Audio: NB Private Equity Partners
View the presentation and listen to the audio from our 'Discounts in Focus' event on 05 November...
11 Nov
11 Nov
Events
Six alternatives to a weekend in Barnard Castle
As we settle in for a new lockdown, Kepler Trust Intelligence invites you to join us for a free series of webinars this Thursday, all of them fully COVID compliant, aiming to highlight discount opportunities for investors…
03 Nov
03 Nov
October 2020
Strategy
Can the passives bull market continue forever?
We examine what the trend to passive investing means for active investment strategies…
28 Oct
28 Oct
Strategy
Spotlight on discounts
As our event focussed on discounts approaches, we update our portfolio of discount opportunities and review discounts across the wider IT universe…
22 Oct
22 Oct
Events
Alternatives for Income Investors
Slides and audio from our event focused on alternative routes to a reliable income…
01 Oct
01 Oct
Fund Research
NB Private Equity Partners
NBPE is unique in the LPE sector, which means its wide discount is attractive…
28 Oct
28 Oct
January 2020
Strategy
Crystal Balls
Drunk on our success in choosing funds to perform well in 2019, the team at Kepler Trust Intelligence is back at the table with a glint in its eye…
02 Jan
02 Jan
Features
How investment trusts offer access to private equity
Listed private equity trusts give private investors the opportunity to tap into private equity - and NBPE's unique fee structure, combined with an impressive track record, makes it one of the best...
29 Jan
29 Jan
Features
Why private equity could boost your portfolio
Listed private equity offers clear diversification benefits for investors - but not all LPE trusts are cut from the same cloth...
29 Jan
29 Jan
October 2018
Strategy
Missing something?
As more and more of the world's most exciting companies delay listing, the opportunity in private companies has become too large to ignore...
17 Oct
17 Oct
Strategy
We can be heroes
Our analysis has uncovered the trusts which have generated a solid income through thick and thin - without compromising other aspects of performance...
03 Oct
03 Oct
Fund Research
NB Private Equity Partners
NB Private Equity Partners focuses on direct equity and debt investments in private equity-backed companies, with investments made alongside private equity sponsors...
17 Oct
17 Oct
August 2018
Strategy
Reassuringly expensive?
Some investment trust premiums have been stretched to eye-watering levels. Have investors been enjoying themselves in the sun too much? We try to rationalise current levels and suggest alternatives...
22 Aug
22 Aug
Strategy
The income edge
Last year saw investment trusts soar in popularity among both retail investors and wealth managers. We examine why this has happened, as well as the structural advantages of investment trusts for income-hungry investors...
15 Aug
15 Aug
February 2018
Sector Report: Listed Private Equity
Once bitten, twice shy
Fearful memories of 2008 mean discounts remain wide in the listed private equity sector, despite excellent returns from some of the trusts it contains...
22 Feb
22 Feb
Fund Research
NB Private Equity Partners
NB Private Equity Partners (NBPE) focuses on direct equity and debt investments in private equity-backed companies, with investments made alongside private equity sponsors...
22 Feb
22 Feb