Articles
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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.
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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.