News & Views
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.
The investment environment
In this month's investment view we discuss what the 'investment environment' means. It's a big topic, one that will mean different things to different people.
Through-cycle risk management
In this month's investment view we provide an overview of the first quarter results season and ongoing supply chain dynamics.
Painting the whole picture
In this month's investment view we have selected three businesses from the portfolio where we see positive long-term prospects, but where there are current challenges.
In this month's investment view we focus on the full year results season and provide detail from companies within several of the portfolio's key sectors.
Consumer goods (or, some of the notes we do play)
In this month's investment view we take a closer look at the ‘fast-moving’ consumer goods segment of the portfolio, companies that produce the day-to-day items that we all buy as a matter of routine.
In this month's investment view we provide an overview of our thinking on the current banking crisis and the relevance of the events to our portfolio and our investment philosophy.
In this month's investment view we provide an overview of the latest reporting results for the portfolio and three examples of Evenlode companies that have been quietly investing through the recent period of uncertainty.