December 2023
Strategy
The best-performing investment trust of 2023 (so far)
3i’s price rise this year is unlikely to be repeated, but what of the rest of the LPE sector?
21 Dec
21 Dec
Fund Research
Pantheon International
High-quality global private equity portfolio with a track record of long-term outperformance...
29 Dec
29 Dec
Fund Research
CT Private Equity
CTPE continues to deliver on its unique strategy…
14 Dec
14 Dec
November 2023
Events
Once more into the breach?
With yawning discounts across the board, some sectors have been hit harder than others - our analysts think there could be value there for those with the sangfroid to fight for it...
08 Nov
08 Nov
Features
Think inside the box
While private equity can sometimes lack transparency, it’s worth understanding what is going on inside these trusts to drive performance…
17 Nov
17 Nov
Fund Research
NB Private Equity Partners
NBPE is well positioned to take advantage of the changing dynamics in private equity…
13 Nov
13 Nov
October 2023
Strategy
We’re going to need a bigger boat...
We argue corporate activity is picking up, making the investment trust sector an exciting place to invest…
25 Oct
25 Oct
Fund Research
ICG Enterprise
ICGT has posted good interim results, illustrating the resilience of its buyout portfolio…
19 Oct
19 Oct
September 2023
News
Results analysis: NB Private Equity Partners
NBPE’s private portfolio has contributed to the trust’s performance during the period, while its strong realisation pipeline continues to deliver…
29 Sep
29 Sep
Fund Research
HgCapital
Private equity trust with narrow focus, but interims show portfolio’s underlying resilience...
22 Sep
22 Sep
Fund Research
HarbourVest Global Private Equity
HVPE’s diversification plays to its long-term strengths…
21 Sep
21 Sep
April 2023
Strategy
Hope springs eternal
Far-fetched as it might seem, we imagine some scenarios where a UK government might actually do something useful – and the investment trusts that could benefit…
26 Apr
26 Apr
Strategy
Far from the madding crowd
Smaller nimble companies, both public and private, may be best placed to navigate the current environment…
13 Apr
13 Apr
Blog
The hand that giveth
M&A deal flow in the UK is surging, which spells good and bad news for investors…
21 Apr
21 Apr
Blog
Blackstone reminds us to look below the bonnet
The acquisition of Industrials REIT reflects the nuance of alternative asset trusts…
06 Apr
06 Apr
March 2023
Strategy
Good vibrations
We identify some sectors with structural discounts we think could close over time…
22 Mar
22 Mar
Blog
ISA Event: And now for something completely different
Everything you wanted to know about alternatives (but were afraid to ask)...
31 Mar
31 Mar
Features
Tapping into the potential of the US midmarket
US mid-caps punch above their weight, and listed private equity trusts such as NBPE aim to tap into their potential…
15 Mar
15 Mar
Fund Research
Oakley Capital Investments
OCI’s focus on high-growth companies has delivered strong NAV returns over five years…
14 Mar
14 Mar
February 2023
Blog
Wrong when it’s right
Economic data is balanced on a knife edge, but that hasn’t stopped the markets surging so far this year. With such a confusing picture to consider, we look at the opportunities lying elsewhere…
10 Feb
10 Feb
Fund Research
ICG Enterprise
ICGT’s continued portfolio resilience means it looks potentially attractive…
21 Feb
21 Feb
November 2022
Strategy
Cry havoc!
Lessons from a year in which an already troubled world was savaged by the dogs of war...
30 Nov
30 Nov
Guides
Investing in private equity with investment trusts
Closed-ended funds are a simple way to invest in the asset class…
18 Nov
18 Nov
Fund Research
ICG Enterprise
ICGT continues to differentiate itself from the peer group…
16 Nov
16 Nov
Fund Research
NB Private Equity Partners
If NBPE’s portfolio companies prove resilient, the 35% discount may offer value…
03 Nov
03 Nov