Kepler Trust Intelligence Podcast

Feb 03 2025 63 ep. 25 mins 4
Kepler Trust Intelligence Podcast artwork

The Kepler Trust Intelligence Podcast features leading figures from across the investment trust sector, giving their take on the markets, investment ideas, and different closed-ended funds.

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Trust Issues: investing in UK small-caps with RKW manager Richard Staveley

Feb 03 2025 28 mins  
In this episode of Trust Issues, we speak to Richard Staveley, manager of Rockwood Strategic, about the opportunity for investors in the UK small-cap sector, including the shining stars in the portfolio, key drivers of performance in 2024 and the most interesting themes in the year ahead. 00:00 Introduction00:20 Elevator pitch for Rockwood 02:54 Drivers of performance in 202406:21

Market Matters with Rebecca MacLean, manager of Dunedin Income Growth

Jan 29 2025 25 mins  
In our new monthly podcast, we bring you big picture insights from leading investment specialists, exploring the opportunities, challenges and potential threats shaping investors’ portfolios. This month, we are joined by Rebecca MacLean, manager of Dunedin Income Growth (DIG), which seeks to deliver resilient income and capital growth, while meeting a strict sustainable and respo

Trust Issues: investing in emerging markets with AWEM’s Loong Lim

Jan 27 2025 16 mins  
In this episode of Trust Issues, we speak with Loong Lim from WhiteOak Capital Management, the investment advisor to Ashoka WhiteOak Emerging Markets Investment Trust (AWEM). Loong discusses his recent trip to China, the benefits of investing in small and mid-cap names and the challenges and opportunities within the emerging market landscape. 00:00 Introduction 00:43 Insights from

Market Matters Special Edition with Baroness Ros Altmann

Jan 24 2025 35 mins  
In this special episode of Market Matters, we’re joined by Baroness Ros Altmann, a leading expert on both the investment trust sector and pensions industry. Having previously served as the UK Pensions Minister, Ros now sits in the House of Lords and is also a visiting Professor at the London School of Economics. Ros shares her thoughts on Saba’s current campaign, why retail sha

Trust Issues: investing in hedge funds with BH Macro’s Richard Horlick

Jan 14 2025 20 mins  
In this episode of Trust Issues, we speak to Richard Horlick, Chairman of BH Macro. We discuss his thoughts on BH Macro as a shareholder, including his rationale for owning the trust, recent performance, the current discount and why Brevan Howard stands out in the hedge fund universe. 00:00 Introduction00:17 Involvement with BH Macro & previous experience02:09 Attractions of BH

Trust Issues: investing in innovation with EWI's Svetlana Viteva

Jan 10 2025 29 mins  
In this episode of Trust Issues, sponsored by Baillie Gifford, we speak with Svetlana Viteva, co-manager of Edinburgh Worldwide (EWI), about the trust's investment strategy, some of the exciting, enduring themes in which it invests, such as quantum computing, and the upcoming vote on resolutions put forward by US hedge fund Saba Capital Management. 00:00 Introduction 00:17 What doe

Trust Issues: investing in UK small-cap equities with BRSC

Jan 09 2025 15 mins  
In this episode of Trust Issues, which was recorded on 16 December 2024, we speak to Ryan Lightfoot-Aminoff from the analyst team at Kepler Trust Intelligence about BlackRock Smaller Companies (BRSC). We discuss his thoughts on the trust, including the opportunity for investors in UK small-caps, an overview of the trust, current portfolio allocations, recent performance and the ca

Market Matters with Jean Roche, manager of Schroder UK Mid Cap

Dec 17 2024 25 mins  
In our new monthly podcast, we bring you big picture insights from leading investment specialists, exploring the opportunities, challenges and potential threats shaping investors’ portfolios. This month's guest is Jean Roche, co-manager of Schroder UK Mid Cap (SCP), which aims to capitalise on the growth opportunities in the UK mid-cap universe. Jean has extensive experience in

Trust issues: investing in frontier markets with BRFI

Dec 17 2024 13 mins  
In this episode of Trust Issues, we speak to Thomas McMahon, Head of Investment Companies Research at Kepler Trust Intelligence, about BlackRock Frontiers (BRFI). We discuss his thoughts on the trust, including BRFI’s investable universe, current sector and geographic weightings, recent performance and the long-term growth drivers for frontier markets. 00:00 Introduction 00:23 Ov

Monthly Round Up: updates from the property sector, our income event and digital infra news

Dec 09 2024 22 mins  
Jo, David & Ryan talk through the most notable news in November, including TR Property, Schroder Real Estate, Miton UK MicroCap, Cordiant and Rockwood, and highlights of our recent podcasts and events. 00:00 - Introduction00:18 - News on property, Miton UK MicroCap and the return of activist activity05:06 - Results round up of CORD, BGEU, RKW and PCTN10:50 - Most bought & s