Articles
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Earnings will jiggle
In this month's investment view, in a world faced by macroeconomic and geopolitical uncertainties, we explain how we insulate ourselves from the macroeconomic environment, rather than predict it.
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Citywire Income Investor - Evenlode Income
Hugh Yarrow was recently quoted in Citywire's Income Investor magazine talking about the potential for more dividend growth within the Evenlode portfolio.
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Sixth anniversary
In this month's investment view, we focus on three Evenlode holdings which have seen share prices move by a particularly large amount in response to recent trading updates.
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Adaptation
In this month's investment view, we detail some of the business dynamics that are occurring underneath the surface of market noise.
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Some thoughts on the correction
In this month's investment view, we outline how, in this period of volatility, we keep our discipline and continue to follow our process.
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The Telegraph - Evenlode Income
Evenlode Income was recently featured in The Telegraph discussing their 'free cashflow yield' model, and some of their largest holdings.
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Keeping things simple
In this month's investment view, nearly seven years since the apex of the global financial crisis, it continues to cast a long shadow over the global economy and financial markets. Our reaction is to keep things as simple as possible.
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Consumer brands revisited
In this month's investment view, we revisit the key points of our investment ideology focusing on the consumer branded goods sector.
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Evenlode Income shortlisted for Fund Manager of the Year Awards
Evenlode Income has been shortlisted for best fund in the UK Equity Income category at the Fund Manager of The Year Awards 2015.
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Talking about what we really do
In this month's investment view, we explore some high-level aspects of our investment process to give a sense of when and why we engage in portfolio activity, and how the process naturally limits the amount of trading that goes on.
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Investors Chronicle - Generate income in a different way with Evenlode
Hugh Yarrow and Ben Peters were recently featured in the Investor's Chronicle article "Generate income in a different way with Evenlode"
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Stock by stock
In this month's investment view, we discuss how, despite being long-term minded investors, we also look to take advantage of individual stock volatility to help us manage valuation risk in the portfolio.