Articles
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Top seven
In this month's investment view, as we assess the recent full-year results, we focus on providing an overview of our largest seven holdings.
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Results and evolving themes
In this month's investment view, with two-thirds of the reporting season behind us, we offer a business-level analysis of selected holdings amidst ongoing global uncertainty.
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Results and evolving themes
In this month's investment view, with two-thirds of the reporting season behind us, we offer a business-level analysis of selected holdings amidst ongoing global uncertainty.
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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.