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December 2017
Fund Research
Henderson Smaller Companies
A long-term track record of NAV outperformance, carrying the lowest ongoing charges and management fee in the UK Smaller Companies sector
13 Dec
13 Dec
Fund research
BlackRock Emerging Europe
Non-independent research
A high conviction, macro-aware stockpicking trust that focuses on European emerging markets such as Russia and Turkey...
Non-independent research
06 Dec
06 Dec
November 2017
Fund Research
BlackRock Income & Growth
Kepler Trust Intelligence
An income focused investment trust with solid dividend cover with a popular OEIC counterpart managed by the same team...
Kepler Trust Intelligence
29 Nov
29 Nov
October 2017
Strategy
Patience is a virtue…
Alex Paget
We analyse the outperformance of UK small-caps and why it has been so important to take a long-term view...
Alex Paget
25 Oct
25 Oct
Fund Research
Invesco Perpetual UK Smaller Companies
Non-independent research
A smaller companies portfolio with a strong track record and an experienced management team offering an unusually high income...
Non-independent research
24 Oct
24 Oct
Fund Research
Rights & Issues
Kepler Trust Intelligence
A very high octane but relatively unknown UK small-cap trust that has delivered significant outperformance and undergone a recent make-over...
Kepler Trust Intelligence
24 Oct
24 Oct
Fund Research
BlackRock Throgmorton Trust
Non-independent research
A growth-orientated UK small-cap trust that is differentiated from its peers thanks to its ability to take both long and short positions...
Non-independent research
24 Oct
24 Oct
July 2017
Strategy
IPOs: Be selective
BlackRock
The small-cap team at BlackRock explains its strategy to investing in newly-listed companies and the risks surrounding them...
BlackRock
05 Jul
05 Jul
June 2017
Strategy
What's driving frontier markets?
BlackRock
Can political and economic reforms make a difference when it comes to looking for growth?
BlackRock
27 Jun
27 Jun
Strategy
Signs of continental shift
BlackRock
BlackRock's Stefan Gries explains what's driving opportunities in Greater Europe...
BlackRock
15 Jun
15 Jun
Strategy
MAYDAY!
Alex Paget
As the Conservative party founders, we examine the impact of last week’s disastrous election on trusts...
Alex Paget
12 Jun
12 Jun
Strategy
The long game
BlackRock
Highlights from BlackRock Income & Growth's annual general meeting...
BlackRock
08 Jun
08 Jun
Strategy
Omnishambles...
Alex Paget
Given the huge levels of political-induced uncertainty, we analyse recent drivers and themes within the UK equity market ahead of the upcoming election
Alex Paget
07 Jun
07 Jun
Strategy
Emerging Opportunities
BlackRock
BlackRock's Chris Colunga discusses the advantages of emerging European countries...
BlackRock
05 Jun
05 Jun
Fund Research
BlackRock Frontiers
Non-independent research
A growth focused trust which invests in some of the world's most exotic markets, managed by a highly experienced team...
Non-independent research
28 Jun
28 Jun
Fund Research
BlackRock Energy and Resources Income
Non-independent research
A predominately equity-focused portfolio offering exposure to the global mining and energy sectors which pays a significant yield...
Non-independent research
28 Jun
28 Jun
Fund Research
BlackRock Sustainable American Income
Kepler Trust Intelligence
An income-orientated US equity trust with a decent track record of outperformance since its change in strategy...
Kepler Trust Intelligence
13 Jun
13 Jun
Fund Research
Henderson Opportunities
Kepler Trust Intelligence
A UK growth focused investment trust which invests in companies of all sizes, managed with a contrarian approach by an experienced manager with benchmark-agnostic, high conviction attitude…
Kepler Trust Intelligence
06 Jun
06 Jun
Fund Research
BlackRock World Mining
Non-independent research
A commodity focused investment trust that has undergone a difficult period but the managers have done much in terms of rebuilding the portfolio...
Non-independent research
06 Jun
06 Jun
May 2017
Strategy
An opportunity in UK small-caps?
Pascal Dowling
We round up recent recommendations, results and analysis of the latest developments in the UK small-cap sector...
Pascal Dowling
25 May
25 May
Strategy
Size matters
Alex Paget
We highlight the potential liquidity and capacity constraints that could hinder open-ended UK smaller companies funds...
Alex Paget
04 May
04 May
Fund Research
River & Mercantile UK Micro Cap
Kepler Trust Intelligence
A top-performing UK small-cap trust, run by an experienced manager that is designed to limit potential capacity or liquidity related constraints...
Kepler Trust Intelligence
04 May
04 May
Fund Research
Aberforth Smaller Companies
Kepler Trust Intelligence
A UK small-cap trust with strong value tilt, a highly experienced management team and a long track record of outperformance...
Kepler Trust Intelligence
03 May
03 May
March 2017
Strategy
Good things come in small packages...
BlackRock
Mike Prentis, BlackRock’s portfolio manager for smaller companies, explains his rationale for picking companies...
BlackRock
29 Mar
29 Mar
Strategy
Never mind the ballots
BlackRock
Despite political uncertainty in Europe, the continent remains home to some of the world's strongest brands and companies...
BlackRock
15 Mar
15 Mar
Strategy
The long and short of it
BlackRock
BlackRock's Dan Whitestone explains how 'shorting' a company can make money for investors on a falling share price...
BlackRock
10 Mar
10 Mar
January 2017
Strategy
Frontier markets can give you the edge…
BlackRock
Gordon Fraser, portfolio manager for frontier markets at BlackRock, highlights everything investors need to know about high growth frontier markets...
BlackRock
25 Jan
25 Jan
Strategy
Confidence returns to commodities
BlackRock
Tom Holl, co-manager of BlackRock’s Commodities Income Investment Trust, discusses the future for this diverse sector...
BlackRock
06 Jan
06 Jan
December 2016
Strategy
Salvation for Latin America?
BlackRock
BlackRock’s portfolio manager for Latin America, Will Landers, assesses the region’s potential for growth....
BlackRock
19 Dec
19 Dec
Fund Research
Henderson Smaller Companies
Investment Trust Intelligence
A UK smaller companies trust with a long track record of outperformance but has been hit by Brexit uncertainty...
Investment Trust Intelligence
18 Dec
18 Dec
Fund Research
BlackRock Greater Europe
Kepler Trust Intelligence
A focused and differentiated portfolio of European equities that also has one of the lowest charges compared to its size...
Kepler Trust Intelligence
18 Dec
18 Dec
October 2016
Fund Research
BlackRock Smaller Companies
Investment Trust Intelligence
A UK focused trust which implements a bottom-up investment process targeting ‘high quality’ companies which offer strong growth potential.
Investment Trust Intelligence
26 Oct
26 Oct
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Kepler Trust Intelligence is produced by the investment companies team at Kepler Partners and is the UK’s premier source of detailed qualitative research on investment trusts.
Absolute Hedge is a market leading UCITS research database
providing proprietary research on funds, themes and strategies in the UCITS space.
Kepler Liquid Strategies is a Dublin domiciled UCITS fund platform
featuring a number of best-of-breed fund managers.
Kepler Partners is a corporate advisory and asset raising boutique
specialising in the regulated funds market in Europe and investment trusts in the UK.