This month we discuss three ‘hidden champions’ that enjoy market-leading positions in niche sectors, embedded relationships with their corporate clients, and interesting long-term growth potential.

In this investment view we examine the fortunes of some of the Global Income portfolio’s key sectors.

This month’s investment view discusses the progress of Evenlode Income’s consumer branded goods holdings, and how they are adapting to recent supply chain and input cost dynamics.

With global equity markets rising through 2021, we take another look at valuations.

An update on the fundamental progress the portfolio is making, and some thoughts on valuation and input cost inflation. 

As it is the summer holiday season, members of the Evenlode investment team have compiled a selection of books that we have read and found interesting over the first half of 2021.