Articles
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Quality and long-term value
In this month's investment view, we provide an update on three companies that highlight some key themes within the portfolio.
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Olympic legacy
In this month's investment view, inspired by the Olympics and Paralympics, we share our thoughts on sporting goods, an area of consumer goods that has had to balance on the narrow bar between performance and fashion.
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Olympic legacy
In this month's investment view, inspired by the Olympics and Paralympics, we share our thoughts on sporting goods, an area of consumer goods that has had to balance on the narrow bar between performance and fashion.
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Evenlode AGM season 2024
In this video, Rebekah Nash, our Governance Analyst, discusses the increase in votes against management over the most recent reporting season.
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Summer 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 tale of two markets
In this month's investment view, with recent market volatility hitting the headlines, we report on the half year trading results for some of the fund's holdings which have, in the main, been solid and free from the drama reported elsewhere.
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A tale of two markets
In this month's investment view, with recent market volatility hitting the headlines, we report on the half year trading results for some of the fund's holdings which have, in the main, been solid and free from the drama reported elsewhere.
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Interim results
In this month's investment view, with the interim results season in full swing and over 85% of the portfolio's companies having reported, we provide an overview of a number of the underlying holdings.
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Markets move
In this month's investment view, we examine the broad shape of share price moves in recent times and, in comparison, the air of calm that prevails in the Evenlode Global Dividend portfolio.
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Markets move
In this month's investment view, we examine the broad shape of share price moves in recent times and, in comparison, the air of calm that prevails in the Evenlode Global Income portfolio.
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Under the bonnet
In this month's investment view, with investor focus more on electoral issues than corporate developments and company news flows generally quiet, we focus on four portfolio companies that have released updates in recent weeks.
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Q2 2024 update
In this quarter's investment view, we provide an update of the fund's performance in a narrow market where relative performance against the index is increasingly dictated by whether you are over- or underweight a few key names.