Articles
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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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UNSDG analysis
The Sustainable Development Goals (SDGs) serve as a broad framework adopted by the UN to address global challenges related to poverty, environment, and prosperity by 2030. Evenlode uses the SDGs flexibly to guide ESG risk analysis in its investee companies, focusing on material societal impacts rather than rigid criteria.
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Ground-truthing on deforestation
Understanding the real-world impact of deforestation on indigenous communities and corporate risk is crucial for responsible investment. This document highlights efforts to enhance ESG risk analysis by incorporating ground-truthing to bridge the gap between company policies and actual conditions on the ground.
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Corporate culture and its impact on wider society
Corporate culture profoundly influences a company’s long-term success and its impact on stakeholders beyond shareholders. Understanding culture involves observing employee behaviour in the absence of supervision and assessing leadership’s role in shaping organisational character. Investors increasingly recognise culture as a critical risk factor that affects sustainable value creation.
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Closing the loop: Rethinking the supply chain
Businesses play a pivotal role in transitioning from linear to circular economies by redesigning products for reuse and recovery, supported by effective reverse supply chains. The circular economy aims to eliminate waste by ensuring materials continuously cycle through production and consumption processes, contrasting with the traditional take-make-dispose model.
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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.
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Field notes from the crisis
In this month's investment view, following recent company updates, we provide an update on some of the key themes we have been hearing and thinking about.
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Morningstar video - These are challenging times for income investors
In this video Ben Peters talks to Holly Black about the Global Income Fund, his search for stable dividends during this period and the companies trying to operate as business as usual.