Articles
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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.
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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.