Kepler Trust Intelligence: New research

RNS Number : 4878E

British Empire Trust PLC

12 February 2018

 

British Empire Trust: New research       

12.02.2018

A highly-active, benchmark agnostic portfolio of global equities that follows a value-orientated investment approach...

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Highlights:

·     A highly-active, benchmark agnostic value-orientated portfolio that focuses on family-controlled holding companies, closed-ended funds and asset-backed special situations

·     Performance has improved markedly since manager Joe Bauernfreund honed the investment process in 2015 and the trust outperformed the MSCI AC World index last year

·     Numerous pre-identified events or catalysts have come to fruition over the past 12 months, yet the team continue to find wide discount opportunities they believe can drive future returns

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Non-independent research

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