Articles
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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.
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Long-term themes
In this month's investment view, we review our conversations with management teams that have increasingly turned to post-crisis opportunities and investment plans.
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Evolution
In this month's investment view we examine some of the portfolio changes we have made over the last year.
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Opportunities for growth
In this month's investment view, we give an update on six holdings to give a flavour of how they have navigated the pandemic and the growth opportunities they are seeing as the crisis begins to abate.
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Corporate results season - No tea
In this month's investment view, we summarise the company results from the first quarter as the majority publish their full-year results.
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Evenlode Investment Global Dividend Sustainability Report 2021
The Evenlode Investment Global Dividend Sustainability Report 2021 is now available to download.
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Pieces of good companies
In this month's investment view, we discuss the relative performance of the fund over recent times.
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The TIC Industry
In this podcast Ben Peters and Tom Weller, Evenlode's Innovation Analyst, discuss the Testing, Inspection and Certification (TIC) Industry. How the industry works, as well as some of the specific companies Evenlode invests in.
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European innovation
In this month's investment view, we consider the innovation prospects for three leading European companies operating in three different industries, all currently held by the Evenlode Global Income fund.
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Through and beyond the crisis
In this month's investment view, as we all turn the page on the extraordinary year that was 2020, we will review the year just passed and share some thoughts on the outlook for the coming year and beyond.