Articles
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Adapt
In this month's investment view, we discuss how the recent reporting season highlights some of the ways in which companies are having to adapt as the second decade of the 21st Century rolls on.
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Evenlode announce support for Stansfeld Park
Evenlode recently started supporting The Oxford Trust, an independent charitable trust that was established in 1985 by Oxford entrepreneurs Sir Martin and Audrey, Lady Wood, founders of Oxford Instruments.
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Real free cash flow growth
In this month's investment view, we talk in detail about real free cash flow growth and recent company results.
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Animal spirits rising
In this month's investment review, we provide a review of 2017, an outlook for 2018 and an overview of our attitude towards valuation and risk management.
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Treading carefully
In this month's investment view, we provide an outlook for 2018 though will refrain from making any big, bold forecasts on the global economy or the stock market’s trajectory!
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Portfolio update
It is now 4 weeks since we invested the TB Global Income fund after its initial offer period. With a portfolio of high quality international businesses, we have had no difficulty trading in the market and the fund has been fully invested since 20 November.
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'Incrementalism' in action
In this month's investment view, we highlight some Evenlode holdings that have pursued a more incrementalist, disciplined approach in recent years.
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The Evenlode Global Income Fund
Following feedback from our clients, we have developed the Evenlode Global Income Fund as a natural evolution of the investment proposition offered by the Evenlode Income Fund.
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Eighth anniversary
In this month's investment view, as we reach our eighth anniversary, we provide an update on Q3 results across the different sectors.
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Casting the net wider - Global Income
In this investment view, ahead of the Evenlode Global Income fund launch on 6 November, we provide a background to the development of the fund.
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Quiet cash generators
In this month's investment view, we focus on some companies that are quiet cash generators ie capital-light business models that provide investment growth and dividends from internally generated cash.
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Some themes from results
In this month's investment view, we discuss some themes that we are seeing and thinking about in respect of Evenlode holdings and the broader business environment.