Articles
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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.
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Morningstar video - We want dividends that can grow
In this video Ben Peters talks to Holly Black about the Evenlode Global Income Fund, as part of the Morningstar series, "Why Should I Invest With You?"
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Tenth anniversary
In this month's investment view, following on from the fund's recent 10-year anniversary, we look at some stock examples that have recently provided Q3 updates.
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Investment Week - A decade of Evenlode: The top ten risks for income investors
In this Investment Week article, Hugh Yarrow talks about the top ten risks for income investors.
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Third quarter review
In this month's investment view, we detail the recent third quarter results citing some specific stock examples.
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Fourth quartered
In this month's investment view, we provide a recap of our investment approach and how that impacts our stock selection decisions.
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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.