Articles
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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.
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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.
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Q3 results roundup and AI update
The latest company results have strengthened our conviction in the portfolio and provide us a welcome opportunity to update investors. Recent months have told a brutal story of bifurcation: AI-focussed companies, banks, and capital goods sectors thrived while many quality companies suffered significant share price declines, often exceeding 20%. The reported results, however, have defied the market noise.
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Q3 results roundup and AI update
The latest company results have strengthened our conviction in the portfolio and provide us a welcome opportunity to update investors. Recent months have told a brutal story of bifurcation: AI-focussed companies, banks, and capital goods sectors thrived while many quality companies suffered significant share price declines, often exceeding 20%. The reported results, however, have defied the market noise.
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Moats in the sale
Every stock market cycle is unique, but with generative-AI euphoria in full swing it is hard to ignore the parallels at play today with previous technology capital investment booms – not least the TMT boom of the late 1990s. Here we discuss in detail how three of our current investments are harnessing AI technology for product development.