Articles
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2013 review and outlook for 2014
In this month's investment view, we provide an overview of 2013 and our thoughts for 2014 as we proceed with cautious optimism, a long term disposition, and our usual eye to managing both fundamental risk and valuation risk within the portfolio.
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Treading carefully and onwards to 2014
In this month's investment view, we consider the better things feel in financial markets, the worse the long-term potential for future returns. This is a fact we are very cognisant of at the moment, and we are therefore treading carefully.
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Evenlode four years on
In this month's investment view, we revisit our general approach to prepare for the worst and hope for the best while discussing three key sectors for the fund.
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Mr Market's myopia
In this month's investment view, we discuss the view that history shows that investors persistently fail to value high quality business at an appropriate premium to the market averages, and as a result they persistently outperform the market averages over time
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Staying at the crease
In this month's investment view, although we know our approach may appear unnecessarily austere at certain moments, such as the last three months, there is a good reason for this - we are keen to 'remain at the crease' through the full market cycle.
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Field notes from the results season
In this month's investment view, we summarise the latest results season providing an update on three significant areas for Evenlode - consumer brands, digital information and healthcare.
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A short-lived correction
In this month's investment view, we discuss recent market volatility, positive and negative, and how that is steering our ideas for stock selection in the Evenlode Income portfolio.
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Insulation is better than speculation
In this month's investment view, with recent stock market falls, we explain why we do not 'place bets' based on a short-term view of the next market move or the next wobble up or down in global economic trends.
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Yield pigs: The balance between quality and value
In this month's investment view, we discuss the disparity of soaring stock markets and struggling economies, and how we balance quality and value in the Evenlode Income portfolio.
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The great, the good and the gruesome
In this month's investment view, we discuss he risks that China poses to investment markets, and an important investment lesson that, in our view, China’s recent growth illustrates well.
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What you see is what you get
In this month's investment view, in light of the myriad of difficulties the investment landscape is facing, we reiterate how we continue to stick to our script - to generate long-term compound growth in both capital and dividends for shareholders.
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Man vs models
In this article, Ben gives some thoughts on mathematical models and how he uses them in the Evenlode investment process.