Articles
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The importance of carbon pricing
Carbon pricing is a critical tool in addressing global warming and meeting the goals of the Paris Agreement, which aims to limit temperature rise to below 2°C and preferably 1.5°C. Various mechanisms such as carbon taxes, emissions trading systems (ETS), and carbon offsets are being implemented worldwide to place costs on greenhouse gas emissions and incentivise reductions.
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Philanthropic activities
The Evenlode Foundation Programme dedicates a portion of profits annually to charitable causes, focusing on environmental and social issues through structured partnerships. Their philanthropic mission centres on empowering communities to tackle global challenges sustainably and at scale. In 2020, Evenlode began collaborating with Greenwood Place, a philanthropic accelerator, to develop a mission statement and align charitable efforts with long-term values.
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Are we green yet?
Corporate greenwashing - the practice of misleading environmental claims by businesses -remains a significant challenge despite growing awareness and commitments to sustainability. This document explores how companies often exaggerate or distort their environmental efforts, undermining trust and the effectiveness of climate action. It highlights the crucial role of investors in demanding transparency and accountability to combat greenwashing.
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Values
In this month's investment view, we look at fund and equity market valuations through the lens of the Evenlode valuation framework.
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Ship of Theseus
In this month's investment view we highlight that change is constant and, like Theseus’s ship, even the most-established companies require significant developments and renovations over time to adapt and grow.
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Rabbits and compounders
In this month's investment view, we discuss the three key factors that enable successful companies to consistently compound cash flows, and rabbits to rule a continent.
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Long-term themes
In this month's investment view, we review our conversations with management teams that have increasingly turned to post-crisis opportunities and investment plans.
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Evolution
In this month's investment view we examine some of the portfolio changes we have made over the last year.
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Opportunities for growth
In this month's investment view, we give an update on six holdings to give a flavour of how they have navigated the pandemic and the growth opportunities they are seeing as the crisis begins to abate.
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Corporate results season - No tea
In this month's investment view, we summarise the company results from the first quarter as the majority publish their full-year results.
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Evenlode Investment Global Dividend Sustainability Report 2021
The Evenlode Investment Global Dividend Sustainability Report 2021 is now available to download.
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Pieces of good companies
In this month's investment view, we discuss the relative performance of the fund over recent times.