Articles
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Grounded in reality
In this month's investment view, as we continue to watch the high wire spectacle of the US stock market, we expand on our discussion from last month and take a closer look at the real-world drivers that support dividend growth – revenues and cash flow.
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Grounded in reality
In this month's investment view, as we continue to watch the high wire spectacle of the US stock market, we expand on our discussion from last month and take a closer look at the real-world drivers that support dividend growth – revenues and cash flow.
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Quality compounding opportunities
In this month's investment view, we comment on the recent takeover approach of Hargreaves Lansdown, and follow with a brief tour of a variety of portfolio holdings to give a sense of recent results and the quality compounding opportunities on offer.
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Zooming out
In this month's investment view, we provide an overview of recent market and fund performance and recap what we are trying to achieve with the fund - investing in companies that can grow their cash flows through time, reinvest in themselves to generate further returns and pay a growing dividend to shareholders.
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Zooming out
In this month's investment view, we provide an overview of recent market and fund performance and recap what we are trying to achieve with the fund - investing in companies that can grow their cash flows through time, reinvest in themselves to generate further returns and pay a growing dividend to shareholders.
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Pieces of good businesses
In this month's investment view, we discuss the portfolio's performance in the context of the 'risk on' rally in the wider market, and provide further company insights following the conclusion of the Q1 reporting season.
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Following the value
In this month's investment view, following the end of the Q1 reporting season, we detail some of our holdings and, outlining our valuation model, explain their positioning in the portfolio.
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Following the value
In this month's investment view, following the end of the Q1 reporting season, we detail some of our holdings and, outlining our valuation model, explain their positioning in the portfolio.
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First quarter results 2024
In this quarter's investment view, we discuss the portfolio's performance in relation to the recent strong performance of global markets.
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First quarter results 2024
In this quarter's investment view, we discuss the portfolio's performance in relation to the recent strong performance of global markets.
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Impact of carbon pricing
In this video, Bethan Rose, our Sustainable Investment Analyst, talks about the analysis undertaken by the Stewardship Team in 2023 regarding the effect of a uniform global carbon price on the Evenlode portfolios.
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Company specifics
In this month's investment view, we review the recent quarterly performance of the portfolio and discuss four companies that have recently reported to give some more colour on operational trends.