Articles
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Markets move
In this month's investment view, we examine the broad shape of share price moves in recent times and, in comparison, the air of calm that prevails in the Evenlode Global Dividend portfolio.
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Markets move
In this month's investment view, we examine the broad shape of share price moves in recent times and, in comparison, the air of calm that prevails in the Evenlode Global Income portfolio.
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Under the bonnet
In this month's investment view, with investor focus more on electoral issues than corporate developments and company news flows generally quiet, we focus on four portfolio companies that have released updates in recent weeks.
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Q2 2024 update
In this quarter's investment view, we provide an update of the fund's performance in a narrow market where relative performance against the index is increasingly dictated by whether you are over- or underweight a few key names.
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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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Palm oil, what is the problem?
Palm oil is a widely used vegetable oil known for its versatility and efficiency, integral to many consumer goods and a significant economic driver in producing countries. However, its production raises substantial environmental and sustainability concerns due to deforestation and biodiversity loss.
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Investment case for Japan
Japan’s corporate governance and economic landscape have undergone notable reforms aimed at transparency, shareholder engagement, and long-term investment, making it a focus for investment analysis in 2024. Despite challenges, progress in governance, diversity, and digital transformation offer new opportunities for investors.
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What do we mean by integration?
Integration in investment means combining traditional financial and non-financial risks - including ESG factors - into the evaluation of companies to ensure long-term returns. This approach involves both quantitative and qualitative research as well as active stewardship.
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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.