Articles
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The Telegraph - Evenlode Income: "10 shares you should be able to hold onto forever"
Hugh Yarrow was recently mentioned in the Telegraph piece "10 shares you should be able to hold onto forever", detailing the influence of Warren Buffett on current fund managers' methodology.
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Risk management in a rising market
In his month's investment vie, we discuss how we are picking our way through stock selection carefully, looking ‘down’ at the risks as well as ‘up’ at the returns.
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Morningstar - Evenlode Income: Stock picks
Hugh Yarrow recently appeared in a Morningstar stock-picking video, in which he selects three stocks for UK Income investors.
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Morningstar - Evenlode Income: Why should I invest in you?
Hugh Yarrow was recently interviewed for the Morningstar series "Why should I invest in you?", discussing the topic of high-yielding stocks.
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2014 review and outlook for 2015
In this month's investment view, we provide a review of 2014 and an outlook for the year ahead in 2015.
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From macro to micro, physics to finance
In this investment view, we discuss how we don’t really have any detailed foresight on how the economic future will pan out, and that has consequences for how we try to deal with macroeconomics in the Evenlode portfolio.
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Animal spirits rising again
In this month's investment view, we provide an overview of how we tread carefully as we manage the portfolio through recent bouts of volatility.
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Fifth anniversary
In this month's investment review, following another bout of volatility, we make the point that - while it never feels like it at the time - market corrections are a healthy part of the long-term investment process.
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Some long-term themes
In this month's investment view, we reiterate that micro-economics and valuation are the most important ingredients for our investment approach. We don’t think spending too much time worrying about what interest rates will do next month is particularly helpful.
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Investment Week - Evenlode Income: One to watch
Evenlode Income was recently featured in an Investment Week Article.
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The plough back
In this month's investment view, we explain that we do not aim to make big predictions on the macro-economic or geopolitical environment. Instead, we aim to insulate the portfolio by owning a group of resilient, globally diversified stocks that tend to be good at generating high levels of cash and dividends.
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Half-way thoughts
In this month's investment view, we provide an overview of the latest second quarter results.