Articles
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Themes from recent results
In this month's investment view, as recent company results have fed through, we discuss some of the themes we have been observing and thinking about, across the portfolio.
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The FRC's Financial Reporting Lab
Ben Peters has recently been invited to join the steering group of the FRC’s Financial Reporting Lab.
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Rewarding strategies for long-term shareholders
In this month's investment view, we discuss recent results from three companies in the portfolio which illustrate a strategic approach that we think is well aligned to the priorities of long-term shareholders.
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Blockchain needs time to change the world
In this month's investment view, from our recent trip to Silicon Valley, it was clear two stand-out obsessions have gripped those seeking to change the world with technology: artificial intelligence and blockchain.
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Mail on Sunday - Evenlode Global Income
Ben Peters and Chris Elliott were recently interviewed by Jeff Prestridge from the Financial Mail on Sunday when they discussed the progress of the Global Income Fund.
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Artificial Intelligence - What can AI do for your portfolio?
In this month's investment view, from a recent trip to Silicon Valley in California, we heard how companies are tackling the challenges and opportunities presented by AI, the technology required to make it happen and its uses.
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Reasonably priced and strong
In this month's investment view, in terms of structural growth opportunities, we discuss three broad themes that we see as particularly interesting in the current investment era, and we suspect all have a long way (i.e. decades) to run.
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Staying the course - "Investing should be like watching paint dry or grass grow"
In this month's investment view, with stock markets hitting all time highs, M&A activity picking up, corporate debt levels rising, and interest rates heading higher, we discuss four factors we are monitoring closely.
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The Evenlode Global Income Feeder Fund
Evenlode Investment has today launched the Evenlode Global Income Feeder Fund, a sub-fund of a newly authorised UCITS Irish Collective Asset-management Vehicle (“ICAV”).
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The pendulum swings
In this month's investment view, we focus on three companies in the consumer branded goods sector which has become notably unpopular with investors recently.
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Portfolio Adviser - Fund manager profile
Ben Peters was recently interviewed by Kristen McGachey of Portfolio Adviser where he discusses the launch of the Global Income Fund.
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Quality compounders
In this month's investment view, we will discuss four Evenlode Income holdings that we have been deploying new cash into.