Articles
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Staying the course
For the equity investor, there is the risk that a company underperforms, the share price declines and capital is lost. So given this understandable fear, why take any risk at all?
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Portfolio Adviser and ESG Clarity - Stewardship in Switzerland
Our stewardship analyst, Sawan Kumar, recently talked to Portfolio Adviser and ESG Clarity about his trip to Switzerland to visit companies in the Evenlode portfolio and discuss ESG matters.
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Morningstar - Evenlode: 3 global stock picks
Ben and Chris were recently interviewed by David Brenchley from Morningstar. In the article Ben and Chris talk about two companies they have recently bought and a longer-term holding they are backing.
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The global health care industry - Course of treatment
In this month's investment view, as the fund has holdings across diagnostics, medical devices, pharmaceuticals and consumer health, we will take a little time to highlight some of the developmental themes.
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Morningstar - Why shareholders should care about executive pay
Morningstar has published an article written by our Stewardship Analyst, Sawan Kumar. The article discusses the importance of remuneration for identifying the best companies.
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A review of the year
In this month's investment view, we look at the main performance drivers and portfolio changes in 2018 and provide an outlook for 2019.
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The Sunday Times - Fund focus: Evenlode Global Income
This Sunday Times article, written by Holly Black, includes the Evenlode Global Income Fund in the 'Fund Focus' column and highlights the time-tested Evenlode process and team approach.
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The pendulum swings
In this month's investment view, with the year coming to a close we highlight some of the key activities in the market place this year whilst also focusing on two key stock examples.
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Customer-led growth strategies
In this month's investment view, we discuss three stock examples that are focusing on how to further build relationships with their customers.
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Ninth anniversary
In this month's investment view, we continue to plough our usual through-cycle furrow, and remain reassured by the overall balance of quality and value in the portfolio.
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Paris - La Ville Lumière
Often referred to as the "City of Light" (La Ville Lumière), Paris and her inhabitants are no strangers to change and, as we found, neither are the companies that call the city home.
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Financial Times Adviser - I was really interested in how the economic world works
Ben Peters was recently interviewed by Ima Jackson-Obot from the Financial Times Adviser in which he discusses why he moved into wealth management and setting up Evenlode Investment with Hugh Yarrow.