Articles
-
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.
-
Summer reading 2023
With the holiday season approaching, the Evenlode investment team have compiled a list of books that we have read in recent months. We hope you will also find something of interest.
-
The well invested grow stronger
In this month's investment view, with the second quarter results season in full swing, we provide an update on Howden Joinery and how they are faring with the ongoing economic and market challenges.
-
The health care option
In this month's investment view, following on from the recent 3-year anniversary of the Evenlode Global Equity strategy, we discuss the differences between it and the Evenlode Global Income strategy, and discuss the health care sector in detail.
-
The health care option
In this month's investment view, following on from the recent 3-year anniversary of the Evenlode Global Equity strategy, we discuss the differences between it and the Evenlode Global Income strategy, and discuss the health care sector in detail.
-
SFDR Article 8 Update
In this video our Head of Stewardship, Sawan Kumar, gives an update on SFDR and Article 8.
-
Two corporate themes
In this month's investment view, we give an update on two quite different themes that have come up regularly in recent conversations with company management teams. The first is generative AI, the second is supply chains.
-
Insights and Observations from the C-suite
In this quarter's investment view, we discuss some insights we gained at the the Bernstein Strategic Decisions Conference I New York.
-
Business development
In this month's investment view we focus on three examples of companies we have recently met, discussing the current business environment and their evolving product and service offerings.
-
Insights and observations from the C-suite
We recently attended the Bernstein Strategic Decisions Conference I New York, which hosted over 140 executives from leading US companies across a wide range of industries. This provided us with an opportunity to deepen our knowledge of our coverage companies and to discover potential new ideas.
-
Business development
In this month's investment view, we focus on three examples of companies we have recently met, discussing the current business environment and their evolving product and service offerings.
-
How to compound a business
In this month's investment view, we discuss the art of compounding a business citing the steady growth of publicly-listed Halma over a 50-year period to its position in the FTSE 100 today.