News & Views
Thoughts following results season
In this month's investment view, following on from our 2023 scene setting earlier in the year, we review some themes from the half-year corporate results season and the fund's performance.
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.
The well invested grow stronger
In this month's investment view with the second quarter results season in full swing, we provide an update on Howden Joinery and how they are faring with the ongoing economic and market challenges.
The health care option
In this month's investment view, following on from the recent 3-year anniversary of the Evenlode Global Equity strategy, we discuss the differences between it and the Evenlode Global Income strategy, and discuss the health care sector in detail.
Two corporate themes
In this month's investment view we give an update on two quite different themes that have come up regularly in recent conversations with company management teams. The first is generative AI, the second is supply chains.
Insights and Observations from the C-suite and implications for the Evenlode Global Equity Fund
In this month's investment view we focus on three examples of companies we have recently met, discussing the current business environment and their evolving product and service offerings.