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September 2021
Strategy
Bargains galore
Thomas McMahon
We review our discounted opportunities portfolio, with one constituent rallying more than 30% in just two months…
Thomas McMahon
15 Sep
15 Sep
August 2021
Strategy
60/40 and other dinosaurs
William Heathcoat Amory
A simple practical step to take your portfolio from the 1990s into the 2020s...
William Heathcoat Amory
04 Aug
04 Aug
July 2021
Strategy
Grade inflation
Thomas McMahon
We look at how our discounted opportunities portfolio has done in the first half of the year and update on the performance of our long-term rated funds…
Thomas McMahon
14 Jul
14 Jul
Features
The evolution of an investment thesis
Kepler Trust Intelligence
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...
Kepler Trust Intelligence
30 Jul
30 Jul
News
Flash update: NB Private Equity Partners
William Heathcoat Amory
Recent write-up leaves NBPE’s NAV +22.2% YTD with potentially further progress to come…
William Heathcoat Amory
16 Jul
16 Jul
June 2021
REPLAY
Slides and Audio: Masterclass in Private Equity investing
Kepler Trust Intelligence
Watch the replay of our roundtable teach-in led by William Heathcoat Amory, head of research at Kepler Trust Intelligence...
Kepler Trust Intelligence
09 Jun
09 Jun
May 2021
Strategy
The complexity premium
Thomas McMahon
We examine the idea that extra returns can be obtained from buying investments which are perceived to be more complex by most investors...
Thomas McMahon
19 May
19 May
Fund Research
NB Private Equity Partners
William Heathcoat Amory
NBPE’s wide discount appears unwarranted...
William Heathcoat Amory
26 May
26 May
April 2021
Strategy
Wide Boys
Thomas McMahon
We review our portfolio of chonky discounts as one star performer hits its target…
Thomas McMahon
14 Apr
14 Apr
Features
More than meets the eye with private company investing
Kepler Trust Intelligence
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...
Kepler Trust Intelligence
06 Apr
06 Apr
News
Flash update: NB Private Equity Partners
William Heathcoat Amory
NBPE has reported a very strong start to 2021, building on an excellent 2020…
William Heathcoat Amory
27 Apr
27 Apr
February 2021
Features
Standing on the shoulders of giants
Kepler Trust Intelligence
We take a look at NBPE, a trust which is managed using a unique co-investment strategy, and has the promise to become one of the future stars of the private equity space…
Kepler Trust Intelligence
01 Feb
01 Feb
January 2021
Strategy
Get 'em while they're hot!
Thomas McMahon
We review the widest discounts in the investment trust universe and look at our selection of attractively cheap trusts…
Thomas McMahon
14 Jan
14 Jan
December 2020
News
Flash update: NB Private Equity Partners
William Heathcoat Amory
Significant realisation should prompt investors to take another look at the discount to NAV...
William Heathcoat Amory
11 Dec
11 Dec
November 2020
Strategy
The haves and have nots
William Heathcoat Amory
With listed private equity trust discounts widening, are investors mistakenly assuming that underlying portfolios will perform worse than public market indices?...
William Heathcoat Amory
05 Nov
05 Nov
Events
Now that's what I call a discount!
Pascal Dowling
Presentations and audio from our conference focussed on discount opportunities in the investment trust sector…
Pascal Dowling
11 Nov
11 Nov
REPLAY
Slides and Audio: NB Private Equity Partners
Kepler Trust Intelligence
View the presentation and listen to the audio from our 'Discounts in Focus' event on 05 November...
Kepler Trust Intelligence
11 Nov
11 Nov
Features
In adversity, strength
Kepler Trust Intelligence
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…
Kepler Trust Intelligence
23 Nov
23 Nov
October 2020
Strategy
Can the passives bull market continue forever?
Callum Stokeld
We examine what the trend to passive investing means for active investment strategies…
Callum Stokeld
28 Oct
28 Oct
Strategy
Spotlight on discounts
Thomas McMahon
As our event focussed on discounts approaches, we update our portfolio of discount opportunities and review discounts across the wider IT universe…
Thomas McMahon
22 Oct
22 Oct
Fund Research
NB Private Equity Partners
William Heathcoat Amory
NBPE is unique in the LPE sector, which means its wide discount is attractive…
William Heathcoat Amory
28 Oct
28 Oct
July 2020
Strategy
A game of four quarters
Callum Stokeld
Seven trusts, two quarters. Are our team still happy with their trust picks for 2020?
Callum Stokeld
22 Jul
22 Jul
June 2020
Strategy
Price is what you pay, value is what you get
William Heathcoat Amory
The listed private equity sector has seen discounts widen markedly, but does this present an opportunity?
William Heathcoat Amory
03 Jun
03 Jun
May 2020
Fund Research
NB Private Equity Partners
William Heathcoat Amory
NBPE’s discount has widened dramatically, but its managers have already taken decisive steps to protect the trust…
William Heathcoat Amory
14 May
14 May
March 2020
Strategy
Of mice and men
William Heathcoat Amory
Our ‘best laid plans’ have somewhat ‘gang aglay’ since the KTI team put forward its best ideas for 2020 in early January…
William Heathcoat Amory
25 Mar
25 Mar
Features
Three real world examples of the value-creating powers of private equity
Kepler Trust Intelligence
At their core, private equity trusts like NBPE create value by supporting growing companies - here, we discuss three such companies and how the investments worked...
Kepler Trust Intelligence
04 Mar
04 Mar
January 2020
Strategy
Crystal Balls
Pascal Dowling
Drunk on our success in choosing funds to perform well in 2019, the team at Kepler Trust Intelligence is back at the table with a glint in its eye…
Pascal Dowling
02 Jan
02 Jan
Features
How investment trusts offer access to private equity
Kepler Trust Intelligence
Listed private equity trusts give private investors the opportunity to tap into private equity - and NBPE's unique fee structure, combined with an impressive track record, makes it one of the best...
Kepler Trust Intelligence
29 Jan
29 Jan
Features
Why private equity could boost your portfolio
Kepler Trust Intelligence
Listed private equity offers clear diversification benefits for investors - but not all LPE trusts are cut from the same cloth...
Kepler Trust Intelligence
29 Jan
29 Jan
November 2019
Strategy
The parallel worlds of listed private equity
William Heathcoat Amory
Some private equity trusts are on an average premium of 18%, whilst others trade on discounts of 15%. Are we missing something!?
William Heathcoat Amory
13 Nov
13 Nov
Fund Research
NB Private Equity Partners
William Heathcoat Amory
NBPE offers continuing good performance, a unique lower cost approach, and yet is still on a wide discount…
William Heathcoat Amory
13 Nov
13 Nov
July 2019
Strategy
Fool's gold?
William Heathcoat Amory
We examine the relationship between how much a fund costs and how it performs, with surprising results...
William Heathcoat Amory
24 Jul
24 Jul
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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.