Articles
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More themes from the corporate world
In this month's investment view, we discuss the latest corporate results and three themes of note from the broader Evenlode Income portfolio.
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Internal organisation & silo busting
In this month's investment view, we discuss our view that a strong indication of efficient structure is the company’s ability to manage the silos (independent groups or divisions) that form within the business.
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Results update
In this month's investment view, we discuss recent results and four themes we are thinking about across the consumer branded goods sector, a key sector for the Evenlode Income fund.
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United Nations Principles for Responsible Investment (UNPRI)
After signing up to the UNPRI last year, we are pleased to announce that we achieved the highest rating for our overall strategy and governance around incorporating ESG factors into our investment process.
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Investment Week - Evenlode duo reveal the stocks topped up since Q4 2018
Ben Peters and Chris Elliott were recently interviewed by Sam Shaw from Investment Week on portfolio positioning and the opportunities that have emerged over the last few months.
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FE Trustnet - The 'hidden domestic gems' of Japan's equity market
Chris Elliott recently spoke to Eve Maddock-Jones from FE Trustnet about five Japanese stocks he believes demonstrate sustainable value.
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Second quarter review
In this month's investment view, we provide a detailed update on the second quarter.
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Japan - The demographic challenge
As we visited Japan, in search of potential investment candidates for the Evenlode Global Income fund, we spoke in-depth to management teams about the effects of demographic shock and their strategic response.
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On risk
In this month's investment view, with the market firmly focused on geopolitical and economic developments, we discuss how we manage risk and how we aim to strike an appropriate balance between quality, valuation and dividend yield.
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Eye on the long-term prize
In this month's investment view, we provide some detail about four shares that have been an integral part of the Evenlode Income portfolio.
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FundCalibre - Catch up and a cuppa with ... Ben Peters
Ben Peters recently talked to FundCalibre about whether the characterisation of Japan as an ageing population and an inward-facing economy and culture are justified and whether, if Japanese industry does largely serve itself, does it ultimately matter?
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Upside volatility
In this month's investment view, following on from recent market volatility, we ask ourselves should we be reacting fast or taking it slow?