Articles
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Reasonably priced and strong
In this month's investment view, in terms of structural growth opportunities, we discuss three broad themes that we see as particularly interesting in the current investment era, and we suspect all have a long way (i.e. decades) to run.
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Staying the course - "Investing should be like watching paint dry or grass grow"
In this month's investment view, with stock markets hitting all time highs, M&A activity picking up, corporate debt levels rising, and interest rates heading higher, we discuss four factors we are monitoring closely.
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The Evenlode Global Income Feeder Fund
Evenlode Investment has today launched the Evenlode Global Income Feeder Fund, a sub-fund of a newly authorised UCITS Irish Collective Asset-management Vehicle (“ICAV”).
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The pendulum swings
In this month's investment view, we focus on three companies in the consumer branded goods sector which has become notably unpopular with investors recently.
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Portfolio Adviser - Fund manager profile
Ben Peters was recently interviewed by Kristen McGachey of Portfolio Adviser where he discusses the launch of the Global Income Fund.
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Quality compounders
In this month's investment view, we will discuss four Evenlode Income holdings that we have been deploying new cash into.
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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.