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Insights

Research

Report: Investment trust "State of the Nation' 2023-2024

Report: Investment trust "State of the Nation' 2023-2024

Report: Investment trust "State of the Nation' 2023-2024

Annual ownership and trends, in partnership with EQ RD:IR

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Report: Investment trusts changing ownership 2021

Report: Investment trust "State of the Nation' 2023-2024

Report: Investment trust "State of the Nation' 2023-2024

investment trusts report cover

Annual sector ownership and buying liquidity trends, RD:IR share analytics data

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Article: Delivering better investor reach

Report: Investment trust "State of the Nation' 2023-2024

Article: Simplifying KPIs for investment trust marketing

delivering better investor reach report cover

Identity-led, integrated investment trust marketing

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Article: Simplifying KPIs for investment trust marketing

Article: Simplifying KPIs for investment trust marketing

Article: Simplifying KPIs for investment trust marketing

KPIs for investment trust marketing report cover

An investment trust board meeting covering marketing or secondary market liquidity can prompt complex questions

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Article: Warhorse Dianomi research

Article: Simplifying KPIs for investment trust marketing

Article: Warhorse Dianomi research

warhorse dianomi survey cover

How self-directed investors research and behave, before and after investing

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Article: Investment Trust owners

Article: Simplifying KPIs for investment trust marketing

Article: Warhorse Dianomi research

catching self directed investors cover

Identifying self directed investors 

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Report: Changing investment trust ownership 2020

Report: The importance of visibility on D2C platforms

Report: The importance of visibility on D2C platforms

investment trusts changing ownership report

Annual sector ownership and buying liquidity trends

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Report: The importance of visibility on D2C platforms

Report: The importance of visibility on D2C platforms

Report: The importance of visibility on D2C platforms

report cover

The growing D2C market for investment trusts and how to reach it

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Report: Top buyers, sellers and platforms 2018

Report: The importance of visibility on D2C platforms

Report: Top buyers, sellers and platforms 2018

investment trust sector top buyers sellers and platforms

Self-directed private investors are now major owners of investment trusts

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Report: Media readership for investment trusts

Report: Media readership for investment trusts

Report: Top buyers, sellers and platforms 2018

report covers

Media mix methodologies for Investment Trusts

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Wealth managers dump investment trust shares

Investment trusts, FT.com, Saturday 8 March 2025. Reproduced with kind permission of the FT.

Read pdf here

a thoughtful article on ownership trends

financial times article

Thematic trends in investment trusts, FT Money, November 2022. Reproduced with kind permission of the FT. Read pdf here

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Email: info@warhorsepartners.com

Telephone: +44 (0) 20 7889 8976

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