Articles
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Market narratives
In this month's investment view, we explain how we approach the delivery of our dividend growth and how managing valuation risk and opportunity in the market is prudent over time.
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Top seven
In this month's investment view, as we assess the recent full-year results, we focus on providing an overview of our largest seven holdings.
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Results and evolving themes
In this month's investment view, with two-thirds of the reporting season behind us, we offer a business-level analysis of selected holdings amidst ongoing global uncertainty.
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Results and evolving themes
In this month's investment view, with two-thirds of the reporting season behind us, we offer a business-level analysis of selected holdings amidst ongoing global uncertainty.
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2024 update
In this quarter's investment view, we provide an summary of the fund's performance for the quarter and year, plus an overview of the ongoing challenging macro-economic environment.
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2024 update
In this quarter's investment view, we provide an summary of the fund's performance for the quarter and year, plus an overview of the ongoing challenging macro-economic environment.
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Reflections on 2024
In this month's investment view, as we are in a period of much change and market noise, we thought it would be a good time to take stock of the current equity market and the portfolio’s performance within it.
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Reflections on 2024
In this month's investment view, as we are in a period of much change and market noise, we thought it would be a good time to take stock of the current equity market and the portfolio’s performance within it.
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Review of 2024 and outlook for 2025
In this month's investment view, we will discuss the year just finished, and share some thoughts on the current outlook.
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Winter reading 2024
With the holiday season approaching, the Evenlode investment team have compiled a list of books that we have read in recent months. We hope you will also find something of interest.
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A metaphor for 2024
In this month's investment view, we review the performance of the global market in 2024 and how our investment process has guided our investment decisions.
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A metaphor for 2024
In this month's investment view, we review the performance of the global market in 2024 and how our investment process has guided our investment decisions.