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Funds block
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Invest block
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Field notes from the portfolio
After the war-related sell-off in March, global stock markets recovered in the second quarter on the back of more positive political and economic news. This month we begin with a portfolio update, covering recent news from two holdings, Howden Joinery and Experian. We then share observations on the adoption of generative AI across the corporate sector, drawing on recent conversations with management teams.
Evenlode Income Fund
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A postcard from America Part 2 – Economic and investment themes
In this second report on our findings from the recent research trip to New York, we summarise the views on the economic environment and related investment themes. These come from a broad swathe of companies, some in the portfolio but many that are not, and we conclude with thoughts on the implications for the portfolio.
Evenlode Global Income Fund
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A postcard from America Part 2 – Economic and investment themes
In this second report on our findings from the recent research trip to New York, we summarise the views on the economic environment and related investment themes. These come from a broad swathe of companies, some in the portfolio but many that are not, and we conclude with thoughts on the implications for the portfolio.
Evenlode Global Dividend Fund
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Commentary block
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