News & Views
In this month’s investment view we consider the impact of the fast-moving Russia-Ukraine situation, and discuss some key themes from recent company results.
Here we look at global dividends in the context of recent corporate and market performance.
2021 Review and Outlook for 2022
In this investment view, we review the fund’s performance over the past year, recent portfolio changes, and the valuation environment for 2022.
Review and Outlook
With the first Investment View of the year we like to discuss the year just passed and share some thoughts on the outlook for the year ahead.
This month, with the holiday season approaching, the Evenlode investment team have compiled a list of books that we have read over the second half of 2021, we hope you will find something engaging on the list!
This month we discuss three ‘hidden champions’ that enjoy market-leading positions in niche sectors, embedded relationships with their corporate clients, and interesting long-term growth potential.
In this investment view we examine the fortunes of some of the Global Income portfolio’s key sectors.