Articles
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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.
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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.