News & Views
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.
How to compound a business
In this month's investment view we discuss the art of compounding a business citing the steady growth of publicly-listed Halma over a 50-year period to its position in the FTSE 100 today.
The investment environment
In this month's investment view we discuss what the 'investment environment' means. It's a big topic, one that will mean different things to different people.
Through-cycle risk management
In this month's investment view we provide an overview of the first quarter results season and ongoing supply chain dynamics.