Articles
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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.
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Summer reading 2017
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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Money Observer Award - Evenlode Income
Evenlode Income recently won the Money Observer Award for best large fund in the UK Equity Income sector.
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Twas ever thus
In this month's investment view, we note that investor eyes have turned from the ‘micro’ to the ‘macro’ with plenty of political and economic developments to consider.
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Telegraph Money - Evenlode Profile
Evenlode Investment was featured in the Telegraph recently.
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UK election - Initial thoughts
It has become clear that yesterday’s UK election produced a hung parliament, a surprise to financial markets, given consensus expectations were for the Conservative party to win a majority.
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Compounding cash
In this month's investment view, we discuss the concept of free cash flow as a key ‘safety buffer’ for both the portfolio’s current and future dividend flow.
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The positives and negatives of restlessness
In this month's investment view, we examine the positive and negative effects of restlessness in the corporate world.
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Data! Data! Data!
In this month's investment view, we highlight some examples of this technology at work in various areas of the Evenlode portfolio.
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Latest results round up
In this month's investment view, as we report on the latest results, we are reassured by the progress and healthy cash generation that the aggregate portfolio continues to grind out.