Articles
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Change, adaptation and long-term growth
In this month's investment view, we revisit how we aim to insulate investors as best we can from a wide range of future outcomes, and whatever those outcomes may bring.
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Pharmaceutical risk – Pricing, politics & PR
In this month's investment view, we discuss how the necessity to have an understanding of the wider political and economic situation is vital to assess the prospects and risks faced by the companies that we invest in.
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Trustnet - The fund manager looking for companies where capitalism doesn't work
In this Trustnet profile Ben Peters talks about how the Evenlode team identifies companies that manage to defy the perceived laws of capitalism.
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Summer reading 2020
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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Snippets from results
In this month's investment view, we look in detail at the latest Q2 2020 results.
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Market drivers
In this month's investment view, before considering the wider trends, we discuss three holdings in the portfolio that have been affected by the coronavirus pandemic and the ensuing lockdowns.
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Investing and inflation
In this month's investment view, we outline the qualities that we believe provide a company with some very important safety buffers as a protection from inflation.
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Citywire Selector - How this AAA-rated PM handles 'walking wounded' divi stocks
In this Citywire Selector article Ben Peters talks about navigating dividends during the global pandemic.
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Delayed arrival
In this month's investment view, we focus on likely dividend pay-outs in light of the current crisis.
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UNSDG analysis
The Sustainable Development Goals (SDGs) serve as a broad framework adopted by the UN to address global challenges related to poverty, environment, and prosperity by 2030. Evenlode uses the SDGs flexibly to guide ESG risk analysis in its investee companies, focusing on material societal impacts rather than rigid criteria.
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Ground-truthing on deforestation
Understanding the real-world impact of deforestation on indigenous communities and corporate risk is crucial for responsible investment. This document highlights efforts to enhance ESG risk analysis by incorporating ground-truthing to bridge the gap between company policies and actual conditions on the ground.
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Corporate culture and its impact on wider society
Corporate culture profoundly influences a company’s long-term success and its impact on stakeholders beyond shareholders. Understanding culture involves observing employee behaviour in the absence of supervision and assessing leadership’s role in shaping organisational character. Investors increasingly recognise culture as a critical risk factor that affects sustainable value creation.