Articles
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An interesting juncture
Notwithstanding a challenging year for relative performance, fundamentals and valuations remain good. We think this is a very interesting juncture for out approach, and this month we highlight several excellent, high-return, market-leading companies within the portfolio that are currently trading on unusually attractive free cash flow yields.
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An interesting juncture
Notwithstanding a challenging year for relative performance, fundamentals and valuations remain good. We think this is a very interesting juncture for out approach, and this month we highlight several excellent, high-return, market-leading companies within the portfolio that are currently trading on unusually attractive free cash flow yields.
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The disconnect
Despite headlines highlighting booming AI data centre investments and record US stock market highs, the broader economy shows mixed signals with stagnant revenue growth and economic challenges outside tech sectors. This report analyses the disconnect between market valuations and underlying economic realities.
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The disconnect
Despite headlines highlighting booming AI data centre investments and record US stock market highs, the broader economy shows mixed signals with stagnant revenue growth and economic challenges outside tech sectors. This report analyses the disconnect between market valuations and underlying economic realities.
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Summer reading 2025
In this month's investment view, as it is summer holiday season, members of the Evenlode investment team have compiled a selection of books that we have read and found interesting over the first half of 2025. Not all of these texts can be described as light-reading, but we hope you find the list of interest!
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Summer reading - August 2025
In this month's investment view, as it is summer holiday season, members of the Evenlode investment team have compiled a selection of books that we have read and found interesting over the first half of 2025. Not all of these texts can be described as light-reading, but we hope you find the list of interest!
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Increasing opportunities in a rising market
In this month's investment view, we discuss how we constantly analyse detailed information to gain a balanced view of a business's prospects, acknowledging that market valuations are influenced by a range of opinions and motivations.
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Increasing opportunities in a rising market
In this month's investment view, we discuss how we constantly analyse detailed information to gain a balanced view of a business's prospects, acknowledging that market valuations are influenced by a range of opinions and motivations.
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Performance since launch to 31 July 2025
Recent results for Evenlode UK Select have been impressive in aggregate, particularly given that they are reporting on a period that featured a very high level of geopolitical and tariff turmoil. In this investment view we summarise the stocks that have driven over- and under-performance since the fund's launch.
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More results colour
In this month’s investment view, we will run through some key themes from results and discuss a variety of holdings. It’s a relatively long read – there’s a lot to discuss!
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Style and fashion
In this month’s investment view we examine the development of positions in the fund’s two largest holdings - L’Oréal and Experian - as exemplars of current market trends. We also consider the market-level view of the portfolio and its recent performance.
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Style and fashion
In this month’s investment view we examine the development of positions in the fund’s two largest holdings - L’Oréal and Experian - as exemplars of current market trends. We also consider the market-level view of the portfolio and its recent performance.