Articles
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2024 update
In this quarter's investment view, we provide an summary of the fund's performance for the quarter and year, plus an overview of the ongoing challenging macro-economic environment.
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2024 update
In this quarter's investment view, we provide an summary of the fund's performance for the quarter and year, plus an overview of the ongoing challenging macro-economic environment.
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Reflections on 2024
In this month's investment view, as we are in a period of much change and market noise, we thought it would be a good time to take stock of the current equity market and the portfolio’s performance within it.
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Reflections on 2024
In this month's investment view, as we are in a period of much change and market noise, we thought it would be a good time to take stock of the current equity market and the portfolio’s performance within it.
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Review of 2024 and outlook for 2025
In this month's investment view, we will discuss the year just finished, and share some thoughts on the current outlook.
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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.