Articles
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FundCalibre video: Evenlode Global Income Fund - Dividends, vaccines and their biggest success
Ben Peters and Chis Elliott, co-managers of the Evenlode Global Income Fund, talk to Sam Slater from FundCalibre about the fund's dividends and reaching its 3 year anniversary.
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Rotation dynamics
In this month's investment view, we discuss two big pieces of ‘macro’ news; one uncontrovertibly welcome in the form of promising results on vaccines for coronavirus, and one controversial (at least for the incumbent) in the conclusion of the US presidential race.
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US election and uncertainty
In this month's investment view, with so much uncertainly surrounding the political and global landscape, we discuss how we see volatility as a friend of the long-term investor and how we build our approach to take advantage of the opportunities it offers.
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The long haul
In this month's investment view, we discuss the available third quarter updates and continue to offer a perspective on the topical subjects of Covid and the US election.
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Staying at home, making space
In this month's investment view, we provide a detailed summary of the Q3 2020 reporting season.
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Stress testing portfolio companies for the COVID-19 crisis
In this month's investment view, we examine in detail how we are stress testing the Evenlode Income portfolio to understand how it will deal with the current crisis.
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Change, adaptation and long-term growth
In this month's investment view, we revisit how we aim to insulate investors as best we can from a wide range of future outcomes, and whatever those outcomes may bring.
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Pharmaceutical risk – Pricing, politics & PR
In this month's investment view, we discuss how the necessity to have an understanding of the wider political and economic situation is vital to assess the prospects and risks faced by the companies that we invest in.
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Trustnet - The fund manager looking for companies where capitalism doesn't work
In this Trustnet profile Ben Peters talks about how the Evenlode team identifies companies that manage to defy the perceived laws of capitalism.
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Summer reading 2020
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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Snippets from results
In this month's investment view, we look in detail at the latest Q2 2020 results.
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Market drivers
In this month's investment view, before considering the wider trends, we discuss three holdings in the portfolio that have been affected by the coronavirus pandemic and the ensuing lockdowns.