December 2020
Strategy
What the illuminati don’t want you to know
Kepler’s own twisted genius, Callum Stokeld, offers some ‘long shot’ scenarios for 2021…
30 Dec
30 Dec
Strategy
2020 Hindsight
We look back at our favourite articles of the year - including a somewhat accurate warning in January that Coronavirus might be 'something to worry about'...
30 Dec
30 Dec
Strategy
What the Dickens!
A festive collection of forecasts, theories, and other harmless fictions from our analysts...
23 Dec
23 Dec
News
Flash update: Keystone Investment Trust
With the board announcing that Baillie Gifford will be taking over KIT, we look the new approach focusing on positive change…
07 Dec
07 Dec
September 2020
Fund Research
Tellworth British Recovery & Growth
BRIT will be a new UK focussed ‘All-Cap’ trust with stock-picking by the highly experienced Paul Marriage and team at Tellworth Investments…
24 Sep
24 Sep
Fund Research
JPMorgan MidCap
JMF uses quant research and fundamental analysis to take advantage of investor psychology and market inefficiencies...
10 Sep
10 Sep
Fund Research
Aurora
ARR offers a highly concentrated portfolio of long-term value investments…
03 Sep
03 Sep
May 2020
Ratings
Kepler Rated: JPMorgan Mid Cap
JMF uses quant research and fundamental analysis to take advantage of investor psychology and market inefficiencies...
28 May
28 May
Fund Research
Keystone Positive Change
Now paying a quarterly dividend, KIT is a long-established trust with a valuation-focussed, bottom-up approach and a keen focus on governance...
06 May
06 May
May 2019
Strategy
Rebel Rebel
These investment trusts don't fit into the usual boxes, which is exactly what makes them worthy of closer attention...
09 May
09 May
Fund Research
Keystone Positive Change
Keystone has moved to paying a quarterly dividend, making it potentially more attractive to income investors...
29 May
29 May
Fund Research
Aurora
Three years on from the appointment of Phoenix as manager, Aurora Investment Trust has truly emerged from the ashes...
07 May
07 May
Fund Research
Independent Investment Trust
The Independent Investment Trust has long been an exceptional, if volatile, performer in the AIC global investment peer group...
03 May
03 May
March 2019
Strategy
NEVeR MiND tHE B*LL*CKS
We cut through the histrionics and discover, with surprising results, what life has really been like for British investors since David Cameron put it to 'the people'....
27 Mar
27 Mar
Fund Research
Mercantile
This UK focused trust has the lowest OCF in the sector and is also trading on a discount wider than average...
22 Mar
22 Mar
Fund Research
Fidelity Special Values
Fidelity Special Values (FSV) aims to identify under-valued companies from across the UK market cap spectrum ...
15 Mar
15 Mar
Fund Research
Baillie Gifford UK Growth
Baillie Gifford UK Growth is a quality growth portfolio with a highly active, long-term approach...
11 Mar
11 Mar