August 2022
Strategy
Diverging fortunes in listed private equity
Growth capital and buyout trusts now trade at similar wide discounts. In our view, this belies very different prospects for underlying earnings and for valuations...
03 Aug
03 Aug
Blog
Mind the gap
We can't help but notice the void between discounts and reality among certain private equity trusts..
05 Aug
05 Aug
March 2022
Strategy
It's the end of the world as we know it
We examine five potential themes for investors seeking long-term returns in a troubled and uncertain world...
17 Mar
17 Mar
Strategy
Spread 'em!
We explore how much dispersion in returns of stocks drive the differing fortunes of trusts…
02 Mar
02 Mar
Replay
Slides and Audio: ICG Enterprise
Download the presentation and listen to the audio from our 'Ideas for your ISA' virtual Spring event on 17 March...
25 Mar
25 Mar
Features
A differentiated approach to building long-term value
When it comes to choosing a private equity manager, it is vital to choose carefully...
23 Mar
23 Mar
Features
The under-explored power of listed private equity
Private equity remains off piste for most investors despite its potential appeal as a core holding…
09 Mar
09 Mar
News
Results analysis: Oakley Capital Investments
OCI’s annual results provide more colour on the exceptionally strong NAV performance in 2021...
11 Mar
11 Mar
Fund Research
ICG Enterprise
ICGT continues to progress towards its target of 60% ‘high-conviction’ investments…
01 Mar
01 Mar
December 2021
Strategy
Great expectations
As the last of the mince pies wilts in the fridge, topped with a generous helping of stilton, the Kepler Trust Intelligence team stick a finger in the air and point toward their top picks for the year ahead…
30 Dec
30 Dec
Strategy
No humbug
Our analysts look back at a year of predictions, theories and ideas, and highlight those they think could matter most…
22 Dec
22 Dec
Fund Research
Oakley Capital Investments
OCI’s historic NAV potentially belies progress made by its underlying companies...
14 Dec
14 Dec
November 2021
Strategy
Don't fear the reaper
With market direction hard to call, we consider the case for taking a long-term view in the investment trust sector…
03 Nov
03 Nov
Features
Is your portfolio an ‘80s throwback?
Private equity investment trusts could add valuable diversification to private investors portfolios, which often still resemble old fashioned 60/40 strategies…
10 Nov
10 Nov
News
Flash update: NB Private Equity Partners
October NAV from NBPE shows continued momentum…
22 Nov
22 Nov
October 2021
Events
Six trusts on juicy discounts
Last week we heard from the managers of six investment trusts at our annual discount focussed event, all of whom believe their strategy is in a good position to perform…
06 Oct
06 Oct
Replay
Slides and Audio: ICG Enterprise
Download the presentation and listen to the audio from our 'Now that's what I call a discount!' Autumn conference on 30 September...
06 Oct
06 Oct
Fund Research
BMO Private Equity
BPET currently seems to be in a private equity sweet spot, potentially making its discount attractive…
13 Oct
13 Oct
September 2021
Strategy
Even better than the real thing
We explain private equity and examine why tweaks to listed private equity trusts give the sector an advantage over the direct route...
23 Sep
23 Sep
Strategy
Bargains galore
We review our discounted opportunities portfolio, with one constituent rallying more than 30% in just two months…
15 Sep
15 Sep
Events
Now that's what I call a discount 2021!
For the second year running we examine trusts on discounts which, in our view, don't make sense...
23 Sep
23 Sep
News
Flash update: NB Private Equity Partners
NBPE’s NAV momentum continues, and the portfolio’s maturity would indicate that further progress cannot be ruled out…
20 Sep
20 Sep