Articles
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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.
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The role of regenerative agriculture in a post 2C world
This case study provides a comprehensive analysis of regenerative agriculture (RegenAg) within the agri-food sector, focusing on its role in addressing climate change, biodiversity loss, and supply-chain resilience.
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The long-lasting sale
As the Christmas break is upon us, we have entered the customary sale season where unshifted stock gets marked down and bargain hunters are hopeful of buying quality goods at knock down prices. Whilst not making predictions about the coming year, we do see some companies trade at ever-better valuations, which bodes well for longer term returns.
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The long-lasting sale
As the Christmas break is upon us, we have entered the customary sale season where unshifted stock gets marked down and bargain hunters are hopeful of buying quality goods at knock down prices. Whilst not making predictions about the coming year, we do see some companies trade at ever-better valuations, which bodes well for longer term returns.
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Winter reading 2025
With the holiday season upon us, the Evenlode investment team have compiled a list of books that we have read over the second half of 2025. Some of these texts are not obvious light-reading for Boxing Day, but we hope you will find something engaging on the list!
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Quality dials up
Though 2025 performance has been disappointing, the portfolio continues to contain a diversified list of market-leading quality businesses. This investment view includes a discussion on a range of portfolio companies, and what we are hearing on the ground.
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Quality dials up
Though 2025 performance has been disappointing, the portfolio continues to contain a diversified list of market-leading quality businesses. This investment view includes a discussion on a range of portfolio companies, and what we are hearing on the ground.
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Newsletter - December 2025
November saw volatile US tech-led markets and a cautiously received UK Autumn Budget, reinforcing the case for disciplined investment in fundamentally strong, capital-light, cash-generative businesses.
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Newsletter - December 2025
November saw volatile US tech-led markets and a cautiously received UK Autumn Budget, reinforcing the case for disciplined investment in fundamentally strong, capital-light, cash-generative businesses.
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Newsletter - December 2025
Each month we aim to deliver a curated digest of our latest insights, updates, and reflections on the work happening at Evenlode Investment. Our mission remains steadfast: delivering sustainable, long-term returns while prioritising quality, resilience, and the thoughtful stewardship of your capital.
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A bubble in quality
This month we discuss the market performance and valuation of quality companies including the recent underperformance of high-quality businesses despite their solid financials and dividend growth. We further explore the complexities of market indices and valuation metrics.