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  • 13 Jul, 2011

    Evenlode Investment View - July 2011

    Hidden Champions

    I recently came across an excellent book - Hidden Champions Of The 21st Century - by business consultant Hermann Simon. In the 1980s, Simon identified a group of...

    By Hugh
  • 13 May, 2011

    Evenlode Investment View - May 2011

    In Search Of The Great Royalty Streams

    “Ideally, to protect against inflation, you want a royalty on someone else’s sales so you don’t have to invest any more capital—you license...

    By Hugh
  • 08 Apr, 2011

    Evenlode Investment View - April 2011

    2011 Annual Report Commentary

    Over the year to 28th February 2011, Evenlode Income’s A and B shares rose 17.9% and 17.3% respectively, on a total return basis. This compared to a...

    By Hugh
  • 08 Mar, 2011

    Evenlode Investment View - March 2011

    The Paradox of Debt

    John Maynard Keynes identified something in economics that he called ‘the paradox of thrift’. If you or I save money and pay down our debts, then...

    By Hugh
  • 11 Feb, 2011

    Evenlode Investment View - February 2011

    The Opportunity Set Continues To Narrow

    As previously discussed in this monthly, we have increasingly moved away from smaller companies and more economically sensitive businesses, and towards high quality blue...

    By Hugh
  • 07 Jan, 2011

    Evenlode Investment View - January 2011

    More Of The Same

    What a difference four months makes. Our update at the beginning of September (What You See Is What You Get) focused on the unsung value creation...

    By Hugh
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