Articles
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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.
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Trustnet interview - How to protect yourself against inflation and deflation
Hugh Yarrow was recently interviewed by Joshua Ausden for the Trustnet website.
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A growing interest in the 'dull' and 'boring'
In this month's investment view, we discuss how we remain cautiously optimistic for the portfolio’s future returns given the very high quality and good value in the fund as we continue to invest in the 'dull' and 'boring'.
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Valuation, valuation, valuation
In this article, following on from some fairly unusual market movements of late, Ben describes our view of the value in asset classes, as ever a central consideration for our process.
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The incrementalists
In this month's investment view, as we continue to ‘prepare for the worst and hope for the best’, we discuss the resilient high-quality businesses we seek that can cope with risks, increasing shareholder value through thick and thin.
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The quest for rational investing
In this month's investment view, we provide an over view of 2012 and share some of our thoughts for 2013, always with the aim of delivering long-term compounded dividend and capital growth by investing in high quality, attractively valued businesses.
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Notes from the front line
In this month's investment view, we provide a summary of the latest company results which have been reassuring and steady, in contrast to Mr Market's feast/famine mentality of late.
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Reinvestment opportunities to outlast the crisis
In this month's investment view, we discuss that ‘over-projection’ by Mr Market, in both the optimistic and pessimistic direction, is becoming a signature note of the post-crisis era. Instead, we choose to buy and hold stocks at sensible valuations and do not attempt to make market predictions.