Independent Research

Leading research specialists provide fund analysis

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...

European investment trends by UK investment trusts, Kepler Analysis

Kepler's research note delves into the performance of European equities, spotlighting standout companies and market dynamics, suggesting compelling investment opportunities...

Fidelity Japan Trust plc: Analysis of “high return potential” by Kepler (LON:FJV)

Nicholas Price of Fidelity Japan Trust plc employs a GARP approach, targeting undervalued small and mid-cap growth companies for long-term outperformance...

Asia small cap opportunities: Fidelity Asian Values latest research (LON:FAS)

Discover how Fidelity Asia Values plc (LON:FAS) offers a unique approach to investing in predominantly small-cap Asian companies, led by manager Nitin Bajaj...
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Funds

Independent Research

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...

European investment trends by UK investment trusts, Kepler Analysis

Kepler's research note delves into the performance of European equities, spotlighting standout companies and market dynamics, suggesting compelling investment opportunities...

Fidelity Japan Trust plc: Analysis of “high return potential” by Kepler (LON:FJV)

Nicholas Price of Fidelity Japan Trust plc employs a GARP approach, targeting undervalued small and mid-cap growth companies for long-term outperformance...

Asia small cap opportunities: Fidelity Asian Values latest research (LON:FAS)

Discover how Fidelity Asia Values plc (LON:FAS) offers a unique approach to investing in predominantly small-cap Asian companies, led by manager Nitin Bajaj...
Search

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Independent Research

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