News & Views
This month, as it is summer holiday season, members of the Evenlode investment team have compiled a selection of books that we have found interesting. We hope you will also find something of interest.
Notes from the East Coast
In this month’s investment view we provide an overview of the recent trip made by our analysts and fund managers to the East Coast of the US.
In this month’s investment view we summarise second quarter/first half results and provide an overview of the four new holdings we added in June.
A broadening opportunity set
In this month's investment view we discuss how, despite the ongoing issues in global political and financial environments, we are seeing a significant broadening out of the investment opportunity set.
In this month's investment view, following on from a recent research trip to the US, we provide a summary of our view of current market activity.
Quietly getting on with it
In this month's investment view we discuss the ongoing challenges the market is facing, but provide a positive perspective for longer-term investors.