Articles
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One quarter down
In this month's investment view, we report on the first quarter's results which, unsurprisingly given the news headlines, have resulted in negative returns.
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Investment Week - Evenlode looks to innovate as it evolves its stewardship and ESG frameworks
In this Investment Week article, Chris Elliott and Sawan Kumar talk about stewardship and company engagement, as well as navigating industry disruption.
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Navigating through and beyond this crisis
In this month's investment view, we give a detailed analysis of how different holdings are likely to fare operationally in the short-term.
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Hold tight
In this month's investment view, we reiterate our long-term approach to investing and how we attempt to insulate the portfolio against a range of outcomes and scenarios.
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Risk mitigation, time and patience
In this month's investment view, we detail how we aim to insulate the portfolio from a wide range of possible events to help manage risk over the long-term, and are reassured by these characteristics in these uncertain times.
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On revenues and resilience
In this month's investment view, we discuss how some of the portfolio holdings are faring with the outbreak of Covid-19.
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Evenlode Investment Global Dividend Sustainability Report 2020
The Evenlode Investment Global Dividend Sustainability Report 2020 is now available to download.
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2019 review and outlook for 2020
In this month's investment view, we review 2019 in detail and provide an outlook for 2020.
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Performance in review
In this month's investment view, we discuss in detail the drivers of performance in 2019.
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The opportunity set continues to evolve
In this month's investment view, we review the performance over the past year.
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Morningstar video - 3 European income stock picks
In this video Ben Peters talks to Holly Black about the Evenlode Global Income Fund, as part of the Morningstar series, "3 Stock Picks"
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Action stations
In this month's investment view, we dig into some of the biggest additions and reductions within the portfolio over the year.