Articles
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Evenlode Investment Global Dividend Sustainability Report 2022
The Evenlode Investment Dividend Sustainability Report 2022 is now available to download.
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Paying dividends
In this month's investment view we look at global dividends in the context of recent corporate and market performance.
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2021 review and outlook for 2022
In this month's investment view, we review the fund’s performance over the past year, recent portfolio changes, and the valuation environment for 2022.
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Evenlode Income review and outlook
In this month's investment view, we will discuss the year just passed and share some thoughts on the outlook for the year ahead.
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Winter 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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Hidden champions
In this month's investment view, we discuss three ‘hidden champions’ that enjoy market-leading positions in niche sectors, embedded relationships with their corporate clients, and interesting long-term growth potential.
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Key sectors
In this month's investment view, we examine the fortunes of some of the Global Income portfolio’s key sectors.
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Consumer brands
In this month’s investment view, we discuss the progress of Evenlode Income’s consumer branded goods holdings, and how they are adapting to recent supply chain and input cost dynamics.
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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.