Articles
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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.
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Investing and inflation
In this month's investment view, we outline the qualities that we believe provide a company with some very important safety buffers as a protection from inflation.
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Citywire Selector - How this AAA-rated PM handles 'walking wounded' divi stocks
In this Citywire Selector article Ben Peters talks about navigating dividends during the global pandemic.
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Delayed arrival
In this month's investment view, we focus on likely dividend pay-outs in light of the current crisis.
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ESG Clarity - Stakeholder Theory: The right thing is often the most profitable thing
Chris Elliott, co-manager of the Evenlode Global Income Fund, recently wrote an article on the Stakeholder Theory. In the article he takes a look at several companies’ responses to the covid-19 pandemic and how they are supporting clients and customers.