Articles
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The profit seeking paradox
In this month's investment view, with the ongoing volatility in global and UK markets, we provide a summary of some of the recent changes we have made to the portfolio in line with our profit seeking paradox.
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Morningstar video - 3 UK income stocks for dividend growth
Ben Peters was recently featured on Morningstar TV speaking about 3 companies which we believe are well poised for sustainable, growing income.
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Morningstar video - Where can income investors find dividends now?
Hugh Yarrow was recently interviewed by Morningstar's Emma Wall, they discussed where best to find dividend paying stocks.
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2015 review and outlook for 2016
In this month's investment view, we provide a review of 2015 and an outlook for 2016.
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Stewardship & engagement: A seasonal tale of cheer
In this month's investment view, we examine some of the broad issues and connotations of the long term approach to stewardship and engagement.
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Earnings will jiggle
In this month's investment view, in a world faced by macroeconomic and geopolitical uncertainties, we explain how we insulate ourselves from the macroeconomic environment, rather than predict it.
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Citywire Income Investor - Evenlode Income
Hugh Yarrow was recently quoted in Citywire's Income Investor magazine talking about the potential for more dividend growth within the Evenlode portfolio.
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Sixth anniversary
In this month's investment view, we focus on three Evenlode holdings which have seen share prices move by a particularly large amount in response to recent trading updates.
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Adaptation
In this month's investment view, we detail some of the business dynamics that are occurring underneath the surface of market noise.
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Some thoughts on the correction
In this month's investment view, we outline how, in this period of volatility, we keep our discipline and continue to follow our process.
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The Telegraph - Evenlode Income
Evenlode Income was recently featured in The Telegraph discussing their 'free cashflow yield' model, and some of their largest holdings.
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Keeping things simple
In this month's investment view, nearly seven years since the apex of the global financial crisis, it continues to cast a long shadow over the global economy and financial markets. Our reaction is to keep things as simple as possible.