Articles
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Winter reading 2024
With the holiday season approaching, the Evenlode investment team have compiled a list of books that we have read in recent months. We hope you will also find something of interest.
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A metaphor for 2024
In this month's investment view, we review the performance of the global market in 2024 and how our investment process has guided our investment decisions.
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A metaphor for 2024
In this month's investment view, we review the performance of the global market in 2024 and how our investment process has guided our investment decisions.
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Niche compounders
In this month's investment view, following on from the third quarter results season, we discuss several portfolio holdings to highlight themes we are seeing across the portfolio.
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Tariffs, trade and the not-quite-everything rally
In this month's investment view, following the outcome of the US election, we summarise the rhetoric of the campaign and its aftermath on the markets, and what the implied tariff picture means for the portfolio.
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Tariffs, trade and the not-quite-everything rally
In this month's investment view, following the outcome of the US election, we summarise the rhetoric of the campaign and its aftermath on the markets, and what the implied tariff picture means for the portfolio.
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Evenlode financed emissions analysis
In this video, Lily Postlethwaite, our Stewardship Analyst, explains how Evenlode uses the steady increase in financed emissions analysis to make more informed investment decisions.
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The US Election – A bottom-up perspective
In this month’s investment view, we focus on the US election result and its potential implications for the portfolio and the wider global economy.
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The consumer economy
In this month's investment view, we provide an overview of the consumer goods sector focusing on luxury goods, a much-discussed area as even the affluent feel the pinch.
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The consumer economy
In this month's investment view, we provide an overview of the consumer goods sector focusing on luxury goods, a much-discussed area as even the affluent feel the pinch.
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Q3 2024 update
In this quarter's investment view, we provide an overview of the fund's performance in light of the extraordinary and hard-to-repeat idiosyncrasy of the market this year.
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Q3 2024 update
In this quarter's investment view, we provide an overview of the fund's performance in light of the extraordinary and hard-to-repeat idiosyncrasy of the market this year.