July 2021
Features
The evolution of an investment thesis
NB Private Equity Partners explain why they think a key advantage of private equity is the ability to magnify potential growth via well timed business decisions...
30 Jul
30 Jul
News
Flash update: NB Private Equity Partners
Recent write-up leaves NBPE’s NAV +22.2% YTD with potentially further progress to come…
16 Jul
16 Jul
Fund Research
ICG Enterprise
ICGT continues to deliver consistently strong returns…
08 Jul
08 Jul
June 2021
REPLAY
Slides and Audio: Masterclass in Private Equity investing
Watch the replay of our roundtable teach-in led by William Heathcoat Amory, head of research at Kepler Trust Intelligence...
09 Jun
09 Jun
Fund Research
Oakley Capital Investments
OCI’s capital markets day provided valuable insight into opportunity...
29 Jun
29 Jun
April 2021
Features
More than meets the eye with private company investing
The case for having an allocation to private companies has become compelling in recent years – yet not all ways of making unquoted investments are made alike...
06 Apr
06 Apr
News
Flash update: NB Private Equity Partners
NBPE has reported a very strong start to 2021, building on an excellent 2020…
27 Apr
27 Apr
Fund Research
BMO Private Equity
BPET’s strong 2020 and the recent sale of Dotmatics highlights the attractive returns private equity can generate…
21 Apr
21 Apr
March 2021
Events
Spring Conference '21
Audio and presentations from 21 of the UK’s leading investment trust managers…
10 Mar
10 Mar
Replay
Slides and Audio: ICG Enterprise
Download the presentation and listen to the audio from our 'Ideas for your ISA' Spring Conference on 04 March...
04 Mar
04 Mar
News
Results analysis: Oakley Capital Investments
The results for the year ending 31/12/2020 reaffirm that OCI offers exposure to resilient growth businesses...
17 Mar
17 Mar
Fund Research
ICG Enterprise
With momentum behind ICGT, we anticipate further NAV progress into the financial year end...
03 Mar
03 Mar
January 2021
Strategy
Get 'em while they're hot!
We review the widest discounts in the investment trust universe and look at our selection of attractively cheap trusts…
14 Jan
14 Jan
News
Trading update: Oakley Capital Investments
OCI reports a strong NAV, up an impressive 14% since 30 June 2020…
28 Jan
28 Jan
December 2020
News
Flash update: Oakley Capital Investments
OCI’s NAV announcement next month will update investors on what is a potentially high growth portfolio...
23 Dec
23 Dec
News
Flash update: NB Private Equity Partners
Significant realisation should prompt investors to take another look at the discount to NAV...
11 Dec
11 Dec
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
Features
In adversity, strength
In this article we look at a number of catalysts that could see NBPE’s discount narrow, potentially offering a ‘double whammy’ in terms of returns for investors…
23 Nov
23 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
Fund Research
NB Private Equity Partners
NBPE is unique in the LPE sector, which means its wide discount is attractive…
28 Oct
28 Oct
News
Flash update: Oakley Capital Investments
Oakley Capital (OCI) trades on a 28% discount despite the majority of its portfolio companies showing resilience to COVID...
07 Oct
07 Oct
July 2020
Features
Active ownership of private equity in a crisis
An active approach is an effective means to minimise risks and maximise returns.
17 Jul
17 Jul
Fund Research
Oakley Capital Investments
OCI, trading on a historically wide discount, is approaching an important NAV update/capital markets event...
15 Jul
15 Jul
June 2020
Strategy
Price is what you pay, value is what you get
The listed private equity sector has seen discounts widen markedly, but does this present an opportunity?
03 Jun
03 Jun
Fund Research
ICG Enterprise
With its focus on defensive growth, ICGT’s current discount feels unwarranted...
04 Jun
04 Jun