Independent Research

Leading research specialists provide fund analysis

BlueNord ASA fund manager expects very substantial cash generation for years

Speaking to DirectorsTalk, Gervais Williams, Co-Fund Manager of Diverse Income Trust, said BlueNord is now generating strong cash surpluses from its Danish North Sea gas assets...

Global Opportunities Trust: Cash builds as valuations rise | New Research

Strong equity performance drove solid NAV growth for Global Opportunities Trust in 2025, alongside a meaningful narrowing of the share price discount...

Differentiated portfolio positioning among UK investment trusts: New Research 

New research from Kepler Trust Intelligence examines Fidelity Asian Values, highlighting how its valuation-led approach has resulted in a highly differentiated portfolio positioning...

How FCSS is harnessing China’s innovation – Kepler Research

China’s advances in electric aviation, batteries, and R&D are accelerating its innovation leadership. With a flexible mandate, Fidelity China Special Situations is positioned to capture opportunities across eVTOL, technology, and emerging growth sectors...

JPMorgan European Discovery Trust (JEDT) Latest Research, January 2026

Since taking over in March 2024, JEDT’s new management team has strengthened performance while positioning the portfolio for volatile market conditions...

Latest Research: Fidelity Emerging Markets doubles benchmark’s performance over 12 months

Fidelity Emerging Markets achieved a NAV total return of 34.3% and a share price return of 40.3% for the year to 30 September 2025, outperforming the MSCI EM Index...

Top China Investment Trust 2025 – Latest Research & Analysis

A distinctive way to access China’s equity market through small and mid-cap leaders, FCSS blends active management with structural flexibility and long-term positioning...

Latin America through the lens of BlackRock’s long-standing partnership

BlackRock Latin American Investment Trust is steered by two experienced managers who combine deep regional knowledge with a focus on quality companies trading at sensible valuations...

Real Estate Credit Investments: What RECI brings to investors

Real Estate Credit Investments offers a near 10% dividend yield backed by recurring interest income, with a track record of stability through various market cycles...

Kepler highlights strong gains for JPMorgan European Discovery

Kepler notes that JPMorgan European Discovery (JEDT) has achieved a 32% share price total return since new managers took over in 2024, outperforming its benchmark. With small-cap valuations still low and capital flows yet to filter down, Kepler sees potential for further momentum...

A new focus reshapes Europe’s small cap landscape

A strategic shift in portfolio positioning is setting the stage for Europe’s under-the-radar small caps to capture the next wave of infrastructure and defence spending...

Global Opportunities Trust Shows Its Mettle | QuotedData

a distinctive, carefully considered, flexible, go-anywhere investment approach that has done a good job of delivering positive NAV returns over the medium-to-long term, while holding up relatively well in periods of market downturns...

Real Estate Credit Investments (RECI): Meeting any potential macro challenges head on

Explore the resilience of Real Estate Credit Investments (RECI) amidst economic uncertainties, highlighting its robust credit management and strategic advantages...

Japan Investment Opportunities Research Targeting High-growth Businesses (LON:FJV)

Strong start for Japanese equities in 2024, driven by central bank policies and semiconductor gains, while Fidelity Japan Trust offers unique growth opportunities...

BlackRock Latin American Investment Trust Insights from Thomas McMahon on Opportunities and Risks (Video)

Kepler Trust Analyst Thomas McMahon discusses the BlackRock Latin American Investment Trust, focusing on growth in Brazil and Mexico, and the trust's strategy...

Kepler Research on Fidelity Special Values, November 2024

Explore how Alex Wright's contrarian strategy with Fidelity Special Values has consistently outperformed benchmarks, celebrating 30 years of success...

Real Estate Credit Investments: Enhancing outlook for investors

Real Estate Credit Investments Ltd (LON:RECI) sees its discount halved due to strategic actions and favorable market shifts, enhancing investor outlook...

JPMorgan European Discovery upside on “substantial re-rating” highlights Edison

Discover the potential of JPMorgan European Discovery Trust (LON:JEDT) with its fresh focus on micro-cap stocks and a balanced investment strategy...

Volta Finance: Robust returns and discounted value highlight investment opportunity

Volta Finance Ltd (LON:VTA) reports strong performance with a 19.7% NAV total return. Discover how strategic management and market conditions drive its success...
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May 10, 2024

BlueNord ASA fund manager expects very substantial cash generation for years

Speaking to DirectorsTalk, Gervais Williams, Co-Fund Manager of Diverse Income Trust, said BlueNord is now generating strong cash surpluses from its Danish North Sea gas assets...

Global Opportunities Trust: Cash builds as valuations rise | New Research

Strong equity performance drove solid NAV growth for Global Opportunities Trust in 2025, alongside a meaningful narrowing of the share price discount...

Differentiated portfolio positioning among UK investment trusts: New Research 

New research from Kepler Trust Intelligence examines Fidelity Asian Values, highlighting how its valuation-led approach has resulted in a highly differentiated portfolio positioning...

How FCSS is harnessing China’s innovation – Kepler Research

China’s advances in electric aviation, batteries, and R&D are accelerating its innovation leadership. With a flexible mandate, Fidelity China Special Situations is positioned to capture opportunities across eVTOL, technology, and emerging growth sectors...

JPMorgan European Discovery Trust (JEDT) Latest Research, January 2026

Since taking over in March 2024, JEDT’s new management team has strengthened performance while positioning the portfolio for volatile market conditions...

Latest Research: Fidelity Emerging Markets doubles benchmark’s performance over 12 months

Fidelity Emerging Markets achieved a NAV total return of 34.3% and a share price return of 40.3% for the year to 30 September 2025, outperforming the MSCI EM Index...

Top China Investment Trust 2025 – Latest Research & Analysis

A distinctive way to access China’s equity market through small and mid-cap leaders, FCSS blends active management with structural flexibility and long-term positioning...

Latin America through the lens of BlackRock’s long-standing partnership

BlackRock Latin American Investment Trust is steered by two experienced managers who combine deep regional knowledge with a focus on quality companies trading at sensible valuations...

Real Estate Credit Investments: What RECI brings to investors

Real Estate Credit Investments offers a near 10% dividend yield backed by recurring interest income, with a track record of stability through various market cycles...

Kepler highlights strong gains for JPMorgan European Discovery

Kepler notes that JPMorgan European Discovery (JEDT) has achieved a 32% share price total return since new managers took over in 2024, outperforming its benchmark. With small-cap valuations still low and capital flows yet to filter down, Kepler sees potential for further momentum...

A new focus reshapes Europe’s small cap landscape

A strategic shift in portfolio positioning is setting the stage for Europe’s under-the-radar small caps to capture the next wave of infrastructure and defence spending...

Global Opportunities Trust Shows Its Mettle | QuotedData

a distinctive, carefully considered, flexible, go-anywhere investment approach that has done a good job of delivering positive NAV returns over the medium-to-long term, while holding up relatively well in periods of market downturns...

Real Estate Credit Investments (RECI): Meeting any potential macro challenges head on

Explore the resilience of Real Estate Credit Investments (RECI) amidst economic uncertainties, highlighting its robust credit management and strategic advantages...

Japan Investment Opportunities Research Targeting High-growth Businesses (LON:FJV)

Strong start for Japanese equities in 2024, driven by central bank policies and semiconductor gains, while Fidelity Japan Trust offers unique growth opportunities...

BlackRock Latin American Investment Trust Insights from Thomas McMahon on Opportunities and Risks (Video)

Kepler Trust Analyst Thomas McMahon discusses the BlackRock Latin American Investment Trust, focusing on growth in Brazil and Mexico, and the trust's strategy...

Kepler Research on Fidelity Special Values, November 2024

Explore how Alex Wright's contrarian strategy with Fidelity Special Values has consistently outperformed benchmarks, celebrating 30 years of success...

Real Estate Credit Investments: Enhancing outlook for investors

Real Estate Credit Investments Ltd (LON:RECI) sees its discount halved due to strategic actions and favorable market shifts, enhancing investor outlook...

JPMorgan European Discovery upside on “substantial re-rating” highlights Edison

Discover the potential of JPMorgan European Discovery Trust (LON:JEDT) with its fresh focus on micro-cap stocks and a balanced investment strategy...

Volta Finance: Robust returns and discounted value highlight investment opportunity

Volta Finance Ltd (LON:VTA) reports strong performance with a 19.7% NAV total return. Discover how strategic management and market conditions drive its success...
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