Articles
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Latest field notes
In this month's investment view, as we move towards the holiday season, we provide a little colour on several themes and businesses from across the portfolio.
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The economic cycle vs the next big thing
In this month's investment view, we continue on the theme of third quarter results and discuss what’s going on right now and in the near future for the companies we invest in, and what people are guessing at for the longer term for these businesses.
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The economic cycle vs the next big thing
In this month's investment view, we continue on the theme of third quarter results and discuss what’s going on right now and in the near future for the companies we invest in, and what people are guessing at for the longer term for these businesses.
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Third quarter results
In this quarter's investment view, we will delve into a selection of the third quarter results and explore the wider trends that have driven the fund's robust performance.
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Third quarter results
In this quarter's investment view, we will delve into a selection of the third quarter results and explore the wider trends that have driven the fund's robust performance.
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Quality compounding value
In this month's investment view, we discuss two portfolio companies that we mentioned briefly last month. They give a flavour of the valuation and compounding opportunities we see in self-funding, market-leading businesses across a variety of sectors.
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The big picture
In this month's investment view, we provide an initial thematic update as companies start to report on latest revenue figures.
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The big picture
In this month's investment view we provide an initial thematic update as companies start to report on latest revenue figures.
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'Old normal' vibes
In this month's investment view, we discuss how inflation and interest rates are affecting the global economy and the Evenlode Income portfolio.
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New(ish) holdings
In this month's investment view, we discuss why a relatively new holding, Diageo, exemplifies both the uncertainties and opportunities that we see developing in the markets.
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New(ish) holdings
In this month's investment view, we discuss why a relatively new holding, Diageo, exemplifies both the uncertainties and opportunities that we see developing in the markets.
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Thoughts following results season
In this month's investment view, following on from our 2023 scene setting earlier in the year, we review some themes from the half-year corporate results season and the fund's performance.