Articles
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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.
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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.