Articles
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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.
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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.