Patience is a virtue…
Though they have enjoyed a strong rebound over the course of 2017, uncertainty continues to dog UK smaller companies as
Read more
Investment Trust Intelligence
Introducing the Kepler Income Ratings
Equity income funds are among the most popular investments for private investors, who have few other options when it comes
Read more
The best stockpickers in the universe
Background Last year was a shocker for active managers. Nine out of ten of them failed to beat their benchmarks
Read more
2016: The year active management failed?
The active versus passive debate has raged on for more than a decade now as costs of trackers continue to
Read more
Into the wilderness…
While we are typically a ‘glass half full’ bunch, recent developments around the world might have left many investors feeling
Read more
Analysis: What next for European ITs?
Our analysis shows that European investment trusts have in recent years delivered strong returns to investors from their current discount,
Read more
Value: The beginning of a New Era?
2016 is obviously going to be remembered as a year of great change from a political point of view, but
Read more
A review of 2016: A test of endurance…
2016 is certainly a year that will go down in the history books – for both the right and wrong
Read more
Property makes a comeback
Background In August this year we published a review of the property sector (Hot property) as discounts widened markedly in
Read more
Fortune favours the brave
It is well known that technology funds offer the potential for punchy returns, but they are also regarded as very
Read more
Europe: A contrarian investor’s view…
The UK’s referendum on membership` of the European Union has produced very little, so far, in terms of concrete change
Read more
Funds for heavy weather
Markets have recovered since the UK referendum, but the impact of the UK’s historic vote on the underlying economy will
Read more
Hot property
Background Unless you’ve been in a cupboard for the last month or so you will be aware that property funds
Read more
Beyond Brexit: Why China may be a bigger threat to economic stability…
The intensity of the British media’s focus on Brexit since Friday’s surprise result has few precedents in recent times, and
Read more
Broken Britain
The United Kingdom, according to S&P, faces at least three and a half years of ‘slowed economic growth’ when they
Read more
Troy Income & Growth Investment Trust
Summary Troy Income & Growth (TIGT) is relatively concentrated portfolio of around 40 stocks, with a focus on blue chip
Read more
Ruffer Investment Company
Summary Ruffer Investment Company is an unusual investment trust focused squarely on absolute returns. It invests primarily in ‘long only’
Read more
Viva la revolucion
Gold, oil and house prices have, at different times, all been viewed as a one way bet by British investors,
Read more