Articles
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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.
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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.