Articles
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Third quarter results and 4-year anniversary
In this month's investment view, as the four-year anniversary of the fund approaches, we discuss the latest third quarter results.
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The business of investing
In this month's investment view, we provide an update on the fundamental progress the portfolio is making, and some thoughts on valuation and input cost inflation.
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Values - Redux
In this month's investment view, with global equity markets rising through 2021, we take another look at valuations.
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Evenlode: Greenhouse gas emissions down as company reporting data improves
Following the release of Evenlode's Portfolio Carbon Emissions Analysis which can be found in the Stewardship section of the website, Investment Week have run an exclusive on our research as part of their run up to COP26.
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Summer reading 2021
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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Consumer trends - Part 2: Alcohol
In this month's investment view, in our second look at consumer trends we examine changing attitudes to alcohol consumption.
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Themes from results
In this month's investment view, I look at key themes from recent company results, our current views on the portfolio, and our optimism on long-term prospects.
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Unfashionable resilience
In this month's investment view, we discuss three examples of UK-listed, market-leading companies whose shares are not fashionable at present, but which we believe offer an interesting combination of resilient cash generation, growth prospects, and valuation appeal.
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Consumer trends - Part 1: Plant-based foods
In this month's investment view, with environmentalism rising up the global agenda, we take a look at an emerging consumer trend.
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Values
In this month's investment view, we look at fund and equity market valuations through the lens of the Evenlode valuation framework.
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Ship of Theseus
In this month's investment view we highlight that change is constant and, like Theseus’s ship, even the most-established companies require significant developments and renovations over time to adapt and grow.
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Rabbits and compounders
In this month's investment view, we discuss the three key factors that enable successful companies to consistently compound cash flows, and rabbits to rule a continent.