Articles
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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.
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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.
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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.
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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.
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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.