Hugh Yarrow's Investment Views
-
Evenlode Investment View - April 2011
2011 Annual Report CommentaryOver 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...
-
Evenlode Investment View - March 2011
The Paradox of DebtJohn 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...
-
Evenlode Investment View - February 2011
The Opportunity Set Continues To NarrowAs previously discussed in this monthly, we have increasingly moved away from smaller companies and more economically sensitive businesses, and towards high quality blue...
-
Evenlode Investment View - January 2011
More Of The SameWhat 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...
-
Evenlode Investment View - December 2010
Elephants Can RunYear to date, the smaller companies sector has been a resilient place to invest. Although the broader market is up this year there have been three significant...
-
Evenlode Investment View - November 2010
In Dr. Bernanke We TrustBen Bernanke on the latest round of quantitative easing, November 4th 2010:
-
Evenlode Investment View - October 2010
The Right Kind Of GrowthFrom the perspective of an individual business, we believe there are three critical aspects to growth:
-
Evenlode Investment View - September 2010
What You See Is What You GetThe macro-economic risks that lurk in the shadows of financial markets at present are serious ones, and we are treating them with due...
-
Evenlode Investment View – July 2010
The Accounting SmokescreenWhen economic times were better, ‘restructuring’ was a dirty word in the lexicon of executive management teams. Nowadays, as our new Chancellor would put it, we are...
-
Evenlode Investment View - June 2010
Rusting Away In The Yard“The more sophisticated electric utility maintains – perhaps increases – the quarterly dividend and then asks shareholders (either old or new) to mail back the...