News & Views
We discuss three examples of UK-listed, market-leading companies whose shares are not fashionable at present, but which we believe offer an interesting combination of resilient cash generation, growth prospects, and valuation appeal for the patient investor.
Consumer Trends - Part 1: Plant-based foods
With environmentalism rising up the global agenda, we take a look at an emerging consumer trend.
We look at fund and equity market valuations through the lens of the Evenlode valuation framework.
Ship of Theseus
Change is constant and, like Theseus’s ship, even the most-established companies require significant developments and renovations over time to adapt and grow.
Rabbits and Compounders
Three key factors enable successful companies to consistently compound cash flows and rabbits to rule a continent.
Long Term Themes
Conversations with management teams have increasingly turned to post-crisis opportunities and investment plans.
In this investment view we examine some of the portfolio changes we have made over the last year.