Articles
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Review and outlook for 2026
We usually use this first investment view of the year to discuss the previous 12 months, but given the unusually polarised stock market conditions of the first few weeks of 2026, we will also briefly discuss our current thoughts, and the very attractive opportunity set that we see within the portfolio.
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Review and outlook for 2026
We usually use this first investment view of the year to discuss the previous 12 months, but given the unusually polarised stock market conditions of the first few weeks of 2026, we will also briefly discuss our current thoughts, and the very attractive opportunity set that we see within the portfolio.
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Newsletter - February 2026
Markets refocused on earnings in January, and despite macro softness and AI-driven scrutiny (especially in enterprise software), high-quality companies with durable advantages and recurring revenues look best positioned creating selective valuation opportunities for long-term investors.
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Newsletter - February 2026
Markets refocused on earnings in January, and despite macro softness and AI-driven scrutiny (especially in enterprise software), high-quality companies with durable advantages and recurring revenues look best positioned creating selective valuation opportunities for long-term investors.
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Review of 2025
In this first investment view of 2026 we take a detailed look at the IFSL Evenlode Global Income portfolio, the performance drivers over the last year, and the broader equity market situation. It’s a longer read than our usual monthly missives, but we hope you find the discussion interesting and useful.
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Review of 2025
In this first investment view of 2026 we take a detailed look at the Evenlode Global Dividend portfolio, the performance drivers over the last year, and the broader equity market situation. It’s a longer read than our usual monthly missives, but we hope you find the discussion interesting and useful.
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2025 roundup
Although the fund's net asset value per share remained flat over the year lagging the MSCI World Index, our portfolio companies continue to demonstrate robust fundamentals, such as strong earnings growth and resilient cash flows. We believe these strengths will ultimately be recognised in share prices. As a result, we see the current environment as an attractive opportunity to invest in high-quality businesses at appealing valuations.
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2025 roundup
Although the fund's net asset value per share remained flat over the year lagging the MSCI World Index, our portfolio companies continue to demonstrate robust fundamentals, such as strong earnings growth and resilient cash flows. We believe these strengths will ultimately be recognised in share prices. As a result, we see the current environment as an attractive opportunity to invest in high-quality businesses at appealing valuations.
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Newsletter - January 2026
Market returns over the year were dominated by a narrow group of mega-cap growth stocks tied to the AI capex boom, but rising risks and stretched leadership may broaden investor focus, potentially setting up a comeback for undervalued, high-quality businesses in 2026.
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Newsletter - January 2026
Market returns over the year were dominated by a narrow group of mega-cap growth stocks tied to the AI capex boom, but rising risks and stretched leadership may broaden investor focus, potentially setting up a comeback for undervalued, high-quality businesses in 2026.
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Deforestation and the Evenlode Portfolios
In this case study we explore the environmental, social, and financial implications of deforestation outlining Evenlode’s approach to managing these risks through engagement, transparency, and alignment with global frameworks.
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At what cost? The impact of exploitation in the coffee and cocoa supply chains
Many social, environmental, and financial issues affect the coffee and cocoa supply chains. We trace their historical roots and discuss the implications for companies and investors exposed to these commodities, highlighting the structural industrial challenges and the need for sustainable practices and fair value distribution to ensure long-term resilience.