The Evenlode Podcast Transistor (https://transistor.fm) https://feeds.transistor.fm/evenlode-investment-view Evenlode is a dedicated, independent investment team based in rural Oxfordshire, UK. Our podcast episodes focus on the Evenlode funds, updating investors on performance, and general macro environment. https://evenlodeinvestment.com Evenlode Investment Management Ltd 2021 d1ea9532-e57b-5f0c-a29e-ff9e55730ad3 no en Wed, 20 May 2026 03:16:38 +0100 Wed, 20 May 2026 03:17:02 +0100 https://evenlodeinvestment.com https://img.transistorcdn.com/vJDU-exyiMZnIZAgSrfiZbseB8Yk1JWfr1qa4FCE1ao/rs:fill:0:0:1/w:1400/h:1400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9zaG93/LzE0NzI2LzE2MDEw/OTA1MDEtYXJ0d29y/ay5qcGc.jpg The Evenlode Podcast https://evenlodeinvestment.com episodic Evenlode Investment Evenlode is a dedicated, independent investment team based in rural Oxfordshire, UK. Our podcast episodes focus on the Evenlode funds, updating investors on performance, and general macro environment. https://evenlodeinvestment.com Evenlode is a dedicated, independent investment team based in rural Oxfordshire, UK. Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing Amy Hepworth-Bell No No Evenlode UK Select Fund Investment View – Field notes from UK travels 172 172 Evenlode UK Select Fund Investment View – Field notes from UK travels full 53dce094-c878-4729-8cf4-54b0a6666234 https://share.transistor.fm/s/53b5465b Despite recent turbulence, our portfolio remains focused on resilient market leaders; we see unusually attractive valuations, strong cash generation and selective opportunities tied to structural investment trends.

This month, we will discuss several holdings that we have met with over the last month to give some flavour of what we are hearing on the ground.

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Please note, these views represent the opinions of the Evenlode team as of 22nd April 2026 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Despite recent turbulence, our portfolio remains focused on resilient market leaders; we see unusually attractive valuations, strong cash generation and selective opportunities tied to structural investment trends.

This month, we will discuss several holdings that we have met with over the last month to give some flavour of what we are hearing on the ground.

---

Please note, these views represent the opinions of the Evenlode team as of 22nd April 2026 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Tue, 12 May 2026 08:15:00 +0100 Evenlode Investment Evenlode Investment 1274 Despite recent turbulence, our portfolio remains focused on resilient market leaders; we see unusually attractive valuations, strong cash generation and selective opportunities tied to structural investment trends.

This month, we will discuss several holdings that we have met with over the last month to give some flavour of what we are hearing on the ground.

---

Please note, these views represent the opinions of the Evenlode team as of 22nd April 2026 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Evenlode Income Investment View – Field notes from UK travels 171 171 Evenlode Income Investment View – Field notes from UK travels full 093d78b0-7eaa-4345-a2ab-9c9951d79c84 https://share.transistor.fm/s/4823b3fa Despite recent turbulence, our portfolio remains focused on resilient market leaders; we see unusually attractive valuations, strong cash generation and selective opportunities tied to structural investment trends.

This month, we will discuss several holdings that we have met with over the last month to give some flavour of what we are hearing on the ground.

---

Please note, these views represent the opinions of the Evenlode team as of 22nd April 2026 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Despite recent turbulence, our portfolio remains focused on resilient market leaders; we see unusually attractive valuations, strong cash generation and selective opportunities tied to structural investment trends.

This month, we will discuss several holdings that we have met with over the last month to give some flavour of what we are hearing on the ground.

---

Please note, these views represent the opinions of the Evenlode team as of 22nd April 2026 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Tue, 12 May 2026 07:25:00 +0100 Evenlode Investment Evenlode Investment 1280 Despite recent turbulence, our portfolio remains focused on resilient market leaders; we see unusually attractive valuations, strong cash generation and selective opportunities tied to structural investment trends.

This month, we will discuss several holdings that we have met with over the last month to give some flavour of what we are hearing on the ground.

---

Please note, these views represent the opinions of the Evenlode team as of 22nd April 2026 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Evenlode Global Income Investment View – Fundamentals vs Fear 170 170 Evenlode Global Income Investment View – Fundamentals vs Fear full 4793df27-1ee6-468b-b2d0-ca8e83141321 https://share.transistor.fm/s/02d2efc6 Despite the impact of recent wide-ranging geopolitical events on markets, we remain focused on what we can control: the quality of the businesses we own, the prices we pay for them, and the patience to let fundamentals, rather than sentiment, drive long-term returns.

---

Please note, these views represent the opinions of the Evenlode team as of 24th March 2026 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Despite the impact of recent wide-ranging geopolitical events on markets, we remain focused on what we can control: the quality of the businesses we own, the prices we pay for them, and the patience to let fundamentals, rather than sentiment, drive long-term returns.

---

Please note, these views represent the opinions of the Evenlode team as of 24th March 2026 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Tue, 07 Apr 2026 07:35:00 +0100 Evenlode Investment Evenlode Investment 591 Despite the impact of recent wide-ranging geopolitical events on markets, we remain focused on what we can control: the quality of the businesses we own, the prices we pay for them, and the patience to let fundamentals, rather than sentiment, drive long-term returns.

---

Please note, these views represent the opinions of the Evenlode team as of 24th March 2026 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Evenlode Global Dividend Investment View – Fundamentals vs Fear 169 169 Evenlode Global Dividend Investment View – Fundamentals vs Fear full c276c373-e79b-4d42-9723-8d0b18ecfcf7 https://share.transistor.fm/s/34f8349c Despite the impact of recent wide-ranging geopolitical events on markets, we remain focused on what we can control: the quality of the businesses we own, the prices we pay for them, and the patience to let fundamentals, rather than sentiment, drive long-term returns.

---

Please note, these views represent the opinions of the Evenlode team as of 24th March 2026 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Despite the impact of recent wide-ranging geopolitical events on markets, we remain focused on what we can control: the quality of the businesses we own, the prices we pay for them, and the patience to let fundamentals, rather than sentiment, drive long-term returns.

---

Please note, these views represent the opinions of the Evenlode team as of 24th March 2026 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Tue, 07 Apr 2026 07:15:00 +0100 Evenlode Investment Evenlode Investment 591 Despite the impact of recent wide-ranging geopolitical events on markets, we remain focused on what we can control: the quality of the businesses we own, the prices we pay for them, and the patience to let fundamentals, rather than sentiment, drive long-term returns.

---

Please note, these views represent the opinions of the Evenlode team as of 24th March 2026 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Evenlode UK Select Investment View – Is Quality Investing Dead? 168 168 Evenlode UK Select Investment View – Is Quality Investing Dead? full f87fcf1b-e655-4a2c-867a-29545cc048a5 https://share.transistor.fm/s/ef118de6 A few articles have appeared over recent weeks in the financial press, entitled ‘is quality investing dead?

Our view is that the market has pushed this narrative too far; the portfolio holdings are currently cheaper on aggregate than the UK market, and very substantially cheaper than the global stock-market which has created a valuation opportunity that is commensurately compelling.
---

Please note, these views represent the opinions of the Evenlode team as of 16th March 2026 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> A few articles have appeared over recent weeks in the financial press, entitled ‘is quality investing dead?

Our view is that the market has pushed this narrative too far; the portfolio holdings are currently cheaper on aggregate than the UK market, and very substantially cheaper than the global stock-market which has created a valuation opportunity that is commensurately compelling.
---

Please note, these views represent the opinions of the Evenlode team as of 16th March 2026 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Fri, 27 Mar 2026 07:50:00 +0000 Evenlode Investment Evenlode Investment 525 A few articles have appeared over recent weeks in the financial press, entitled ‘is quality investing dead?

Our view is that the market has pushed this narrative too far; the portfolio holdings are currently cheaper on aggregate than the UK market, and very substantially cheaper than the global stock-market which has created a valuation opportunity that is commensurately compelling.
---

Please note, these views represent the opinions of the Evenlode team as of 16th March 2026 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Evenlode Income Investment View – Is Quality Investing Dead? 167 167 Evenlode Income Investment View – Is Quality Investing Dead? full 30743af8-f6f8-47fc-8e20-c1c293c791cb https://share.transistor.fm/s/8d182ed4 A few articles have appeared over recent weeks in the financial press, entitled ‘is quality investing dead?

Our view is that the market has pushed this narrative too far; the portfolio holdings are currently cheaper on aggregate than the UK market, and very substantially cheaper than the global stock-market which has created a valuation opportunity that is commensurately compelling.
---

Please note, these views represent the opinions of the Evenlode team as of 16th March 2026 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> A few articles have appeared over recent weeks in the financial press, entitled ‘is quality investing dead?

Our view is that the market has pushed this narrative too far; the portfolio holdings are currently cheaper on aggregate than the UK market, and very substantially cheaper than the global stock-market which has created a valuation opportunity that is commensurately compelling.
---

Please note, these views represent the opinions of the Evenlode team as of 16th March 2026 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Fri, 27 Mar 2026 07:25:00 +0000 Evenlode Investment Evenlode Investment 541 A few articles have appeared over recent weeks in the financial press, entitled ‘is quality investing dead?

Our view is that the market has pushed this narrative too far; the portfolio holdings are currently cheaper on aggregate than the UK market, and very substantially cheaper than the global stock-market which has created a valuation opportunity that is commensurately compelling.
---

Please note, these views represent the opinions of the Evenlode team as of 16th March 2026 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Evenlode Global Dividend Investment View – On a ‘very weird’ market, and controlling what you can 166 166 Evenlode Global Dividend Investment View – On a ‘very weird’ market, and controlling what you can full 1ae5ee21-4c9e-4118-b3ae-6f82bbd02d82 https://share.transistor.fm/s/3e7b5245 This month we provide an analysis of the current unusual market conditions in the US and European stock markets, highlighting sector divergences as well as the investment opportunities we see within the IFSL Evenlode Global Income Fund portfolio.

---

Please note, these views represent the opinions of the Evenlode team as of 26th February 2026 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> This month we provide an analysis of the current unusual market conditions in the US and European stock markets, highlighting sector divergences as well as the investment opportunities we see within the IFSL Evenlode Global Income Fund portfolio.

---

Please note, these views represent the opinions of the Evenlode team as of 26th February 2026 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Thu, 05 Mar 2026 07:20:00 +0000 Evenlode Investment Evenlode Investment 627 This month we provide an analysis of the current unusual market conditions in the US and European stock markets, highlighting sector divergences as well as the investment opportunities we see within the IFSL Evenlode Global Income Fund portfolio.

---

Please note, these views represent the opinions of the Evenlode team as of 26th February 2026 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Evenlode Global Income Investment View – On a ‘very weird’ market, and controlling what you can 165 165 Evenlode Global Income Investment View – On a ‘very weird’ market, and controlling what you can full ec981c41-7791-488e-be34-60205fed9732 https://share.transistor.fm/s/e35d1edf This month we provide an analysis of the current unusual market conditions in the US and European stock markets, highlighting sector divergences as well as the investment opportunities we see within the IFSL Evenlode Global Income Fund portfolio.

---

Please note, these views represent the opinions of the Evenlode team as of 26th February 2026 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> This month we provide an analysis of the current unusual market conditions in the US and European stock markets, highlighting sector divergences as well as the investment opportunities we see within the IFSL Evenlode Global Income Fund portfolio.

---

Please note, these views represent the opinions of the Evenlode team as of 26th February 2026 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Thu, 05 Mar 2026 06:54:00 +0000 Evenlode Investment Evenlode Investment 627 This month we provide an analysis of the current unusual market conditions in the US and European stock markets, highlighting sector divergences as well as the investment opportunities we see within the IFSL Evenlode Global Income Fund portfolio.

---

Please note, these views represent the opinions of the Evenlode team as of 26th February 2026 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Evenlode UK Select Fund Investment View – Review and Outlook for 2026 164 164 Evenlode UK Select Fund Investment View – Review and Outlook for 2026 full 3ae033c4-cca7-4dd9-852a-63d2cccf0ca1 https://share.transistor.fm/s/3f4336bb We usually use this first investment view of the year to discuss the previous 12 months, but given the unusually polarised stock market conditions of the first few weeks of 2026, we will also briefly discuss our current thoughts, and the very attractive opportunity set that we see within the portfolio.

---

Please note, these views represent the opinions of the Evenlode team as of 10th February 2026 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> We usually use this first investment view of the year to discuss the previous 12 months, but given the unusually polarised stock market conditions of the first few weeks of 2026, we will also briefly discuss our current thoughts, and the very attractive opportunity set that we see within the portfolio.

---

Please note, these views represent the opinions of the Evenlode team as of 10th February 2026 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Tue, 03 Mar 2026 06:45:00 +0000 Evenlode Investment Evenlode Investment 1583 We usually use this first investment view of the year to discuss the previous 12 months, but given the unusually polarised stock market conditions of the first few weeks of 2026, we will also briefly discuss our current thoughts, and the very attractive opportunity set that we see within the portfolio.

---

Please note, these views represent the opinions of the Evenlode team as of 10th February 2026 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Evenlode Income Investment View – Review and Outlook for 2026 163 163 Evenlode Income Investment View – Review and Outlook for 2026 full 5bd8cda6-a190-41ca-9c84-e9330e60e1d1 https://share.transistor.fm/s/11682c8f We usually use this first investment view of the year to discuss the previous 12 months, but given the unusually polarised stock market conditions of the first few weeks of 2026, we will also briefly discuss our current thoughts, and the very attractive opportunity set that we see within the portfolio.

---

Please note, these views represent the opinions of the Evenlode team as of 10th February 2026 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> We usually use this first investment view of the year to discuss the previous 12 months, but given the unusually polarised stock market conditions of the first few weeks of 2026, we will also briefly discuss our current thoughts, and the very attractive opportunity set that we see within the portfolio.

---

Please note, these views represent the opinions of the Evenlode team as of 10th February 2026 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Fri, 20 Feb 2026 07:15:00 +0000 Evenlode Investment Evenlode Investment 1956 We usually use this first investment view of the year to discuss the previous 12 months, but given the unusually polarised stock market conditions of the first few weeks of 2026, we will also briefly discuss our current thoughts, and the very attractive opportunity set that we see within the portfolio.

---

Please note, these views represent the opinions of the Evenlode team as of 10th February 2026 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Evenlode Global Opportunities Investment View – 2025 Round Up 162 162 Evenlode Global Opportunities Investment View – 2025 Round Up full 4ebfe50c-d961-4ce5-82e5-b6ff4856d8b0 https://share.transistor.fm/s/406e7b62 Although the fund's net asset value per share remained flat over the year lagging the MSCI World Index, our portfolio companies continue to demonstrate robust fundamentals, such as strong earnings growth and resilient cash flows.

We believe these strengths will ultimately be recognised in share prices. As a result, we see the current environment as an attractive opportunity to invest in high-quality businesses at appealing valuations.

---

Please note, these views represent the opinions of the Evenlode team as of 7th January 2026 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Although the fund's net asset value per share remained flat over the year lagging the MSCI World Index, our portfolio companies continue to demonstrate robust fundamentals, such as strong earnings growth and resilient cash flows.

We believe these strengths will ultimately be recognised in share prices. As a result, we see the current environment as an attractive opportunity to invest in high-quality businesses at appealing valuations.

---

Please note, these views represent the opinions of the Evenlode team as of 7th January 2026 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Thu, 12 Feb 2026 07:46:00 +0000 Evenlode Investment Evenlode Investment 692 Although the fund's net asset value per share remained flat over the year lagging the MSCI World Index, our portfolio companies continue to demonstrate robust fundamentals, such as strong earnings growth and resilient cash flows.

We believe these strengths will ultimately be recognised in share prices. As a result, we see the current environment as an attractive opportunity to invest in high-quality businesses at appealing valuations.

---

Please note, these views represent the opinions of the Evenlode team as of 7th January 2026 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Evenlode Global Equity Investment View – 2025 Round Up 161 161 Evenlode Global Equity Investment View – 2025 Round Up full e79d3372-ec04-4808-92f9-5140c23bdfad https://share.transistor.fm/s/59342c55 Although the fund's net asset value per share remained flat over the year lagging the MSCI World Index, our portfolio companies continue to demonstrate robust fundamentals, such as strong earnings growth and resilient cash flows.

We believe these strengths will ultimately be recognised in share prices. As a result, we see the current environment as an attractive opportunity to invest in high-quality businesses at appealing valuations.

---

Please note, these views represent the opinions of the Evenlode team as of 7th January 2026 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Although the fund's net asset value per share remained flat over the year lagging the MSCI World Index, our portfolio companies continue to demonstrate robust fundamentals, such as strong earnings growth and resilient cash flows.

We believe these strengths will ultimately be recognised in share prices. As a result, we see the current environment as an attractive opportunity to invest in high-quality businesses at appealing valuations.

---

Please note, these views represent the opinions of the Evenlode team as of 7th January 2026 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Thu, 12 Feb 2026 07:16:00 +0000 Evenlode Investment Evenlode Investment 691 Although the fund's net asset value per share remained flat over the year lagging the MSCI World Index, our portfolio companies continue to demonstrate robust fundamentals, such as strong earnings growth and resilient cash flows.

We believe these strengths will ultimately be recognised in share prices. As a result, we see the current environment as an attractive opportunity to invest in high-quality businesses at appealing valuations.

---

Please note, these views represent the opinions of the Evenlode team as of 7th January 2026 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Evenlode Global Income Investment View – Review of 2025 160 160 Evenlode Global Income Investment View – Review of 2025 full 4d3b5bf1-1828-45a8-a7ca-0751fcd56e8c https://share.transistor.fm/s/6defa3c8 In this first investment view of 2026 we take a detailed look at the IFSL Evenlode Global Income portfolio, the performance drivers over the last year, and the broader equity market situation. It’s a longer read than our usual monthly missives, but we hope you find the discussion interesting and useful.

---

Please note, these views represent the opinions of the Evenlode team as of 27th January 2026 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> In this first investment view of 2026 we take a detailed look at the IFSL Evenlode Global Income portfolio, the performance drivers over the last year, and the broader equity market situation. It’s a longer read than our usual monthly missives, but we hope you find the discussion interesting and useful.

---

Please note, these views represent the opinions of the Evenlode team as of 27th January 2026 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Wed, 11 Feb 2026 08:09:00 +0000 Evenlode Investment Evenlode Investment 1155 In this first investment view of 2026 we take a detailed look at the IFSL Evenlode Global Income portfolio, the performance drivers over the last year, and the broader equity market situation. It’s a longer read than our usual monthly missives, but we hope you find the discussion interesting and useful.

---

Please note, these views represent the opinions of the Evenlode team as of 27th January 2026 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Evenlode Global Dividend Investment View – Review of 2025 159 159 Evenlode Global Dividend Investment View – Review of 2025 full 4670a731-5d3f-43bf-98b1-39c3d1e8b3e0 https://share.transistor.fm/s/8dd2a997 In this first investment view of 2026 we take a detailed look at the IFSL Evenlode Global Dividend portfolio, the performance drivers over the last year, and the broader equity market situation. It’s a longer read than our usual monthly missives, but we hope you find the discussion interesting and useful.

---

Please note, these views represent the opinions of the Evenlode team as of 27th January 2026 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> In this first investment view of 2026 we take a detailed look at the IFSL Evenlode Global Dividend portfolio, the performance drivers over the last year, and the broader equity market situation. It’s a longer read than our usual monthly missives, but we hope you find the discussion interesting and useful.

---

Please note, these views represent the opinions of the Evenlode team as of 27th January 2026 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Wed, 11 Feb 2026 07:12:00 +0000 Evenlode Investment Evenlode Investment 1158 In this first investment view of 2026 we take a detailed look at the IFSL Evenlode Global Dividend portfolio, the performance drivers over the last year, and the broader equity market situation. It’s a longer read than our usual monthly missives, but we hope you find the discussion interesting and useful.

---

Please note, these views represent the opinions of the Evenlode team as of 27th January 2026 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Evenlode Income Investment View – Winter Reading 158 158 Evenlode Income Investment View – Winter Reading full 983c617d-da54-4951-ac23-ebf2895f45e0 https://share.transistor.fm/s/6af317d4 With the holiday season upon us, the Evenlode investment team have compiled a list of books that we have read over the second half of 2025. Some of these texts are not obvious light-reading for Boxing Day, but we hope you will find something engaging on the list!

---

Please note, these views represent the opinions of the Evenlode team as of 18th December 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> With the holiday season upon us, the Evenlode investment team have compiled a list of books that we have read over the second half of 2025. Some of these texts are not obvious light-reading for Boxing Day, but we hope you will find something engaging on the list!

---

Please note, these views represent the opinions of the Evenlode team as of 18th December 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Tue, 13 Jan 2026 01:04:23 +0000 Evenlode Investment Evenlode Investment 1575 With the holiday season upon us, the Evenlode investment team have compiled a list of books that we have read over the second half of 2025. Some of these texts are not obvious light-reading for Boxing Day, but we hope you will find something engaging on the list!

---

Please note, these views represent the opinions of the Evenlode team as of 18th December 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Evenlode Global Income Investment View – The Long Lasting Sale 156 156 Evenlode Global Income Investment View – The Long Lasting Sale full 44161121-c4e3-4df4-8624-991b46012857 https://share.transistor.fm/s/fae5ccc1 As the Christmas break is upon us, we have entered the customary sale season where unshifted stock gets marked down and bargain hunters are hopeful of buying quality goods at knock down prices.

Whilst not making predictions about the coming year, we do see some companies trade at ever-better valuations, which bodes well for longer term returns.

---

Please note, these views represent the opinions of the Evenlode team as of 23rd December 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> As the Christmas break is upon us, we have entered the customary sale season where unshifted stock gets marked down and bargain hunters are hopeful of buying quality goods at knock down prices.

Whilst not making predictions about the coming year, we do see some companies trade at ever-better valuations, which bodes well for longer term returns.

---

Please note, these views represent the opinions of the Evenlode team as of 23rd December 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Fri, 09 Jan 2026 07:13:00 +0000 Evenlode Investment Evenlode Investment 705 As the Christmas break is upon us, we have entered the customary sale season where unshifted stock gets marked down and bargain hunters are hopeful of buying quality goods at knock down prices.

Whilst not making predictions about the coming year, we do see some companies trade at ever-better valuations, which bodes well for longer term returns.

---

Please note, these views represent the opinions of the Evenlode team as of 23rd December 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Evenlode Global Dividend Investment View – The Long Lasting Sale 157 157 Evenlode Global Dividend Investment View – The Long Lasting Sale full 43768ba6-411d-4ecd-ac74-0687b9bff476 https://share.transistor.fm/s/b9ecdff7 As the Christmas break is upon us, we have entered the customary sale season where unshifted stock gets marked down and bargain hunters are hopeful of buying quality goods at knock down prices.

Whilst not making predictions about the coming year, we do see some companies trade at ever-better valuations, which bodes well for longer term returns.

---

Please note, these views represent the opinions of the Evenlode team as of 23rd December 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> As the Christmas break is upon us, we have entered the customary sale season where unshifted stock gets marked down and bargain hunters are hopeful of buying quality goods at knock down prices.

Whilst not making predictions about the coming year, we do see some companies trade at ever-better valuations, which bodes well for longer term returns.

---

Please note, these views represent the opinions of the Evenlode team as of 23rd December 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Fri, 09 Jan 2026 06:48:11 +0000 Evenlode Investment Evenlode Investment 705 As the Christmas break is upon us, we have entered the customary sale season where unshifted stock gets marked down and bargain hunters are hopeful of buying quality goods at knock down prices.

Whilst not making predictions about the coming year, we do see some companies trade at ever-better valuations, which bodes well for longer term returns.

---

Please note, these views represent the opinions of the Evenlode team as of 23rd December 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Evenlode UK Select Investment View – Quality Dials Up 155 155 Evenlode UK Select Investment View – Quality Dials Up full 6c831939-7cff-49e1-95c8-622698d406f6 https://share.transistor.fm/s/751c1543 Though 2025 performance has been disappointing, the portfolio continues to contain a diversified list of market-leading quality businesses. This investment view includes a discussion on a range of portfolio companies, and what we are hearing on the ground.

---

Please note, these views represent the opinions of the Evenlode team as of 15th December 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Though 2025 performance has been disappointing, the portfolio continues to contain a diversified list of market-leading quality businesses. This investment view includes a discussion on a range of portfolio companies, and what we are hearing on the ground.

---

Please note, these views represent the opinions of the Evenlode team as of 15th December 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Tue, 23 Dec 2025 07:40:00 +0000 Evenlode Investment Evenlode Investment 1701 Though 2025 performance has been disappointing, the portfolio continues to contain a diversified list of market-leading quality businesses. This investment view includes a discussion on a range of portfolio companies, and what we are hearing on the ground.

---

Please note, these views represent the opinions of the Evenlode team as of 15th December 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Evenlode Income Investment View – Quality Dials Up 154 154 Evenlode Income Investment View – Quality Dials Up full 7a8a26e8-2d16-41ce-ac33-7597b6ae7797 https://share.transistor.fm/s/632631eb Though 2025 performance has been disappointing, the portfolio continues to contain a diversified list of market-leading quality businesses. This investment view includes a discussion on a range of portfolio companies, and what we are hearing on the ground.

---

Please note, these views represent the opinions of the Evenlode team as of 15th December 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Though 2025 performance has been disappointing, the portfolio continues to contain a diversified list of market-leading quality businesses. This investment view includes a discussion on a range of portfolio companies, and what we are hearing on the ground.

---

Please note, these views represent the opinions of the Evenlode team as of 15th December 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Tue, 23 Dec 2025 07:15:00 +0000 Evenlode Investment Evenlode Investment 1701 Though 2025 performance has been disappointing, the portfolio continues to contain a diversified list of market-leading quality businesses. This investment view includes a discussion on a range of portfolio companies, and what we are hearing on the ground.

---

Please note, these views represent the opinions of the Evenlode team as of 15th December 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Evenlode Global Income Investment View – A Bubble In Quality 153 153 Evenlode Global Income Investment View – A Bubble In Quality full 0c16378d-6a80-46da-81aa-bc821df9f40c https://share.transistor.fm/s/5fe670cb This month we discuss the market performance and valuation of quality companies including the recent underperformance of high-quality businesses despite their solid financials and dividend growth. We further explore the complexities of market indices and valuation metrics.

---

Please note, these views represent the opinions of the Evenlode team as of 28th November 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> This month we discuss the market performance and valuation of quality companies including the recent underperformance of high-quality businesses despite their solid financials and dividend growth. We further explore the complexities of market indices and valuation metrics.

---

Please note, these views represent the opinions of the Evenlode team as of 28th November 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Thu, 11 Dec 2025 06:45:00 +0000 Evenlode Investment Evenlode Investment 550 This month we discuss the market performance and valuation of quality companies including the recent underperformance of high-quality businesses despite their solid financials and dividend growth. We further explore the complexities of market indices and valuation metrics.

---

Please note, these views represent the opinions of the Evenlode team as of 28th November 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Evenlode Global Dividend Investment View – A Bubble In Quality 152 152 Evenlode Global Dividend Investment View – A Bubble In Quality full 17ef2c6b-ef79-4e29-9b54-f92b999bade6 https://share.transistor.fm/s/42c2f501 This month we discuss the market performance and valuation of quality companies including the recent underperformance of high-quality businesses despite their solid financials and dividend growth. We further explore the complexities of market indices and valuation metrics.

---

Please note, these views represent the opinions of the Evenlode team as of 28th November 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> This month we discuss the market performance and valuation of quality companies including the recent underperformance of high-quality businesses despite their solid financials and dividend growth. We further explore the complexities of market indices and valuation metrics.

---

Please note, these views represent the opinions of the Evenlode team as of 28th November 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Thu, 11 Dec 2025 06:15:00 +0000 Evenlode Investment Evenlode Investment 550 This month we discuss the market performance and valuation of quality companies including the recent underperformance of high-quality businesses despite their solid financials and dividend growth. We further explore the complexities of market indices and valuation metrics.

---

Please note, these views represent the opinions of the Evenlode team as of 28th November 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Evenlode Global Opportunities Investment View – Q3 results roundup and AI update 151 151 Evenlode Global Opportunities Investment View – Q3 results roundup and AI update full 5693ca5d-37d9-42bb-acf0-65eec1502689 https://share.transistor.fm/s/99424c66 The third quarter financial reporting period is near complete, with over 90% of the Evenlode Global Opportunities portfolio companies having posted an update. The latest results have strengthened our conviction in the portfolio and provide us a welcome opportunity to update investors.


---

Please note, these views represent the opinions of the Evenlode team as of 24th November 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> The third quarter financial reporting period is near complete, with over 90% of the Evenlode Global Opportunities portfolio companies having posted an update. The latest results have strengthened our conviction in the portfolio and provide us a welcome opportunity to update investors.


---

Please note, these views represent the opinions of the Evenlode team as of 24th November 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Mon, 01 Dec 2025 06:34:00 +0000 Evenlode Investment Evenlode Investment 529 The third quarter financial reporting period is near complete, with over 90% of the Evenlode Global Opportunities portfolio companies having posted an update. The latest results have strengthened our conviction in the portfolio and provide us a welcome opportunity to update investors.


---

Please note, these views represent the opinions of the Evenlode team as of 24th November 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Evenlode Global Equity Investment View – Q3 results roundup and AI update 150 150 Evenlode Global Equity Investment View – Q3 results roundup and AI update full f8474e61-2e18-4771-b1f8-604422eaac93 https://share.transistor.fm/s/3e8e9844 The third quarter financial reporting period is near complete, with over 90% of the Evenlode Global Equity portfolio companies having posted an update. The latest results have strengthened our conviction in the portfolio and provide us a welcome opportunity to update investors.


---

Please note, these views represent the opinions of the Evenlode team as of 24th November 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> The third quarter financial reporting period is near complete, with over 90% of the Evenlode Global Equity portfolio companies having posted an update. The latest results have strengthened our conviction in the portfolio and provide us a welcome opportunity to update investors.


---

Please note, these views represent the opinions of the Evenlode team as of 24th November 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Fri, 28 Nov 2025 06:14:00 +0000 Evenlode Investment Evenlode Investment 527 The third quarter financial reporting period is near complete, with over 90% of the Evenlode Global Equity portfolio companies having posted an update. The latest results have strengthened our conviction in the portfolio and provide us a welcome opportunity to update investors.


---

Please note, these views represent the opinions of the Evenlode team as of 24th November 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Evenlode Income Investment View – Moats in the sale 148 148 Evenlode Income Investment View – Moats in the sale full 5a8a68cf-ec5b-478e-9efc-05e04efc5657 https://share.transistor.fm/s/bddb27fa Every stock market cycle is unique, but with generative-AI euphoria in full swing it is hard to ignore the parallels at play today with previous technology capital investment booms – not least the TMT boom of the late 1990s.

Here we discuss in detail how three of our current investments are harnessing AI technology for product development.

---

Please note, these views represent the opinions of the Evenlode team as of 17th November 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Every stock market cycle is unique, but with generative-AI euphoria in full swing it is hard to ignore the parallels at play today with previous technology capital investment booms – not least the TMT boom of the late 1990s.

Here we discuss in detail how three of our current investments are harnessing AI technology for product development.

---

Please note, these views represent the opinions of the Evenlode team as of 17th November 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Thu, 27 Nov 2025 08:15:00 +0000 Evenlode Investment Evenlode Investment 936 Every stock market cycle is unique, but with generative-AI euphoria in full swing it is hard to ignore the parallels at play today with previous technology capital investment booms – not least the TMT boom of the late 1990s.

Here we discuss in detail how three of our current investments are harnessing AI technology for product development.

---

Please note, these views represent the opinions of the Evenlode team as of 17th November 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Evenlode UK Select Investment View – Moats in the sale 149 149 Evenlode UK Select Investment View – Moats in the sale full 68b096d2-49b9-40b5-9f3a-87d582e33eda https://share.transistor.fm/s/84b2a8db Every stock market cycle is unique, but with generative-AI euphoria in full swing it is hard to ignore the parallels at play today with previous technology capital investment booms – not least the TMT boom of the late 1990s.

Here we discuss in detail how three of our current investments are harnessing AI technology for product development.

---

Please note, these views represent the opinions of the Evenlode team as of 17th November 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Every stock market cycle is unique, but with generative-AI euphoria in full swing it is hard to ignore the parallels at play today with previous technology capital investment booms – not least the TMT boom of the late 1990s.

Here we discuss in detail how three of our current investments are harnessing AI technology for product development.

---

Please note, these views represent the opinions of the Evenlode team as of 17th November 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Thu, 27 Nov 2025 07:16:00 +0000 Evenlode Investment Evenlode Investment 930 Every stock market cycle is unique, but with generative-AI euphoria in full swing it is hard to ignore the parallels at play today with previous technology capital investment booms – not least the TMT boom of the late 1990s.

Here we discuss in detail how three of our current investments are harnessing AI technology for product development.

---

Please note, these views represent the opinions of the Evenlode team as of 17th November 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Evenlode Global Income Investment View – Getting More Than You Pay For 147 147 Evenlode Global Income Investment View – Getting More Than You Pay For full 12927c93-c953-4e1e-ad94-6e60801cb633 https://share.transistor.fm/s/79bac02c A measure of corporate health is revenue growth. Though imperfect, for relatively stable businesses it is a reasonable indicator of progress.

In headline, revenue growth is looking good for the portfolio in absolute terms, compared to the broader market and in the context of the current mixed macroeconomic environment.

---

Please note, these views represent the opinions of the Evenlode team as of 28th October 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> A measure of corporate health is revenue growth. Though imperfect, for relatively stable businesses it is a reasonable indicator of progress.

In headline, revenue growth is looking good for the portfolio in absolute terms, compared to the broader market and in the context of the current mixed macroeconomic environment.

---

Please note, these views represent the opinions of the Evenlode team as of 28th October 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Thu, 06 Nov 2025 08:20:00 +0000 Evenlode Investment Evenlode Investment 1882 A measure of corporate health is revenue growth. Though imperfect, for relatively stable businesses it is a reasonable indicator of progress.

In headline, revenue growth is looking good for the portfolio in absolute terms, compared to the broader market and in the context of the current mixed macroeconomic environment.

---

Please note, these views represent the opinions of the Evenlode team as of 28th October 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Evenlode Global Dividend Investment View – Getting More Than You Pay For 146 146 Evenlode Global Dividend Investment View – Getting More Than You Pay For full c27fbcdb-e322-4f0b-b443-39766d694f10 https://share.transistor.fm/s/c019c4ea A measure of corporate health is revenue growth. Though imperfect, for relatively stable businesses it is a reasonable indicator of progress.

In headline, revenue growth is looking good for the portfolio in absolute terms, compared to the broader market and in the context of the current mixed macroeconomic environment.

---

Please note, these views represent the opinions of the Evenlode team as of 28th October 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> A measure of corporate health is revenue growth. Though imperfect, for relatively stable businesses it is a reasonable indicator of progress.

In headline, revenue growth is looking good for the portfolio in absolute terms, compared to the broader market and in the context of the current mixed macroeconomic environment.

---

Please note, these views represent the opinions of the Evenlode team as of 28th October 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Thu, 06 Nov 2025 06:46:00 +0000 Evenlode Investment Evenlode Investment 1883 A measure of corporate health is revenue growth. Though imperfect, for relatively stable businesses it is a reasonable indicator of progress.

In headline, revenue growth is looking good for the portfolio in absolute terms, compared to the broader market and in the context of the current mixed macroeconomic environment.

---

Please note, these views represent the opinions of the Evenlode team as of 28th October 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Evenlode UK Select Investment View – An Interesting Juncture 145 145 Evenlode UK Select Investment View – An Interesting Juncture full 5d2d9e2c-8a78-4c24-9b97-760766291074 https://share.transistor.fm/s/346d4b00 Despite a challenging year for relative performance for the fund primarily due to the increasingly heated AI infrastructure sector, we think this a very interesting juncture for our approach.

This month we highlight several excellent, high-return, market-leading companies within the portfolio that are currently trading on unusually attractive free cash flow yields.

---

Please note, these views represent the opinions of the Evenlode team as of 10th October 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Despite a challenging year for relative performance for the fund primarily due to the increasingly heated AI infrastructure sector, we think this a very interesting juncture for our approach.

This month we highlight several excellent, high-return, market-leading companies within the portfolio that are currently trading on unusually attractive free cash flow yields.

---

Please note, these views represent the opinions of the Evenlode team as of 10th October 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Wed, 05 Nov 2025 06:45:00 +0000 Evenlode Investment Evenlode Investment 1105 Despite a challenging year for relative performance for the fund primarily due to the increasingly heated AI infrastructure sector, we think this a very interesting juncture for our approach.

This month we highlight several excellent, high-return, market-leading companies within the portfolio that are currently trading on unusually attractive free cash flow yields.

---

Please note, these views represent the opinions of the Evenlode team as of 10th October 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Evenlode Income Investment View – An Interesting Juncture 144 144 Evenlode Income Investment View – An Interesting Juncture full 3e11fae6-fb31-48bf-9597-fb0cab856b63 https://share.transistor.fm/s/5bd0cf79 Despite a challenging year for relative performance for the fund primarily due to the increasingly heated AI infrastructure sector, we think this a very interesting juncture for our approach.

This month we highlight several excellent, high-return, market-leading companies within the portfolio that are currently trading on unusually attractive free cash flow yields.

---

Please note, these views represent the opinions of the Evenlode team as of 10th October 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Despite a challenging year for relative performance for the fund primarily due to the increasingly heated AI infrastructure sector, we think this a very interesting juncture for our approach.

This month we highlight several excellent, high-return, market-leading companies within the portfolio that are currently trading on unusually attractive free cash flow yields.

---

Please note, these views represent the opinions of the Evenlode team as of 10th October 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Mon, 20 Oct 2025 07:05:00 +0100 Evenlode Investment Evenlode Investment 1105 Despite a challenging year for relative performance for the fund primarily due to the increasingly heated AI infrastructure sector, we think this a very interesting juncture for our approach.

This month we highlight several excellent, high-return, market-leading companies within the portfolio that are currently trading on unusually attractive free cash flow yields.

---

Please note, these views represent the opinions of the Evenlode team as of 10th October 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Evenlode Global Income Investment View – The Disconnect 143 143 Evenlode Global Income Investment View – The Disconnect full d00fa368-f937-4efa-bfcb-c7200c764170 https://share.transistor.fm/s/1b1a2785 Despite headlines highlighting booming AI data centre investments and record US stock market highs, the broader economy shows mixed signals with stagnant revenue growth and economic challenges outside tech sectors.

This month’s investment view analyses the disconnect between market valuations and underlying economic realities.

---

Please note, these views represent the opinions of the Evenlode team as of 30th September 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Despite headlines highlighting booming AI data centre investments and record US stock market highs, the broader economy shows mixed signals with stagnant revenue growth and economic challenges outside tech sectors.

This month’s investment view analyses the disconnect between market valuations and underlying economic realities.

---

Please note, these views represent the opinions of the Evenlode team as of 30th September 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Sat, 04 Oct 2025 07:30:00 +0100 Evenlode Investment Evenlode Investment 450 Despite headlines highlighting booming AI data centre investments and record US stock market highs, the broader economy shows mixed signals with stagnant revenue growth and economic challenges outside tech sectors.

This month’s investment view analyses the disconnect between market valuations and underlying economic realities.

---

Please note, these views represent the opinions of the Evenlode team as of 30th September 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Evenlode Global Dividend Investment View – The Disconnect 142 142 Evenlode Global Dividend Investment View – The Disconnect full 34bdfa15-295b-48da-94df-95d31fbe7dd0 https://share.transistor.fm/s/6ec57684 Despite headlines highlighting booming AI data centre investments and record US stock market highs, the broader economy shows mixed signals with stagnant revenue growth and economic challenges outside tech sectors.

This month’s investment view analyses the disconnect between market valuations and underlying economic realities.

---

Please note, these views represent the opinions of the Evenlode team as of 30th September 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Despite headlines highlighting booming AI data centre investments and record US stock market highs, the broader economy shows mixed signals with stagnant revenue growth and economic challenges outside tech sectors.

This month’s investment view analyses the disconnect between market valuations and underlying economic realities.

---

Please note, these views represent the opinions of the Evenlode team as of 30th September 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Sat, 04 Oct 2025 07:15:00 +0100 Evenlode Investment Evenlode Investment 450 Despite headlines highlighting booming AI data centre investments and record US stock market highs, the broader economy shows mixed signals with stagnant revenue growth and economic challenges outside tech sectors.

This month’s investment view analyses the disconnect between market valuations and underlying economic realities.

---

Please note, these views represent the opinions of the Evenlode team as of 30th September 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Evenlode Income Investment View – Summer Reading 141 141 Evenlode Income Investment View – Summer Reading full 553dbd2a-91aa-40ec-b46f-ff04cfa6540a https://share.transistor.fm/s/895f5f1b In this month's investment view, as it is summer holiday season, members of the Evenlode investment team have compiled a selection of books that we have read and found interesting over the first half of 2025. Not all of these texts can be described as light reading, but we hope you find the list of interest!

---

Please note, these views represent the opinions of the Evenlode team as of 28th August 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> In this month's investment view, as it is summer holiday season, members of the Evenlode investment team have compiled a selection of books that we have read and found interesting over the first half of 2025. Not all of these texts can be described as light reading, but we hope you find the list of interest!

---

Please note, these views represent the opinions of the Evenlode team as of 28th August 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Wed, 10 Sep 2025 07:09:00 +0100 Evenlode Investment Evenlode Investment 1673 In this month's investment view, as it is summer holiday season, members of the Evenlode investment team have compiled a selection of books that we have read and found interesting over the first half of 2025. Not all of these texts can be described as light reading, but we hope you find the list of interest!

---

Please note, these views represent the opinions of the Evenlode team as of 28th August 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Evenlode Global Dividend Investment View – Increasing Opportunities In a Rising Market 140 140 Evenlode Global Dividend Investment View – Increasing Opportunities In a Rising Market full c6a72e88-61f9-4341-8938-849460a27175 https://share.transistor.fm/s/ebda3b5f In this month's investment view, we discuss how we constantly analyse detailed information to gain a balanced view of a business's prospects, acknowledging that market valuations are influenced by a range of opinions and motivations.

---

Please note, these views represent the opinions of the Evenlode team as of 15th August 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> In this month's investment view, we discuss how we constantly analyse detailed information to gain a balanced view of a business's prospects, acknowledging that market valuations are influenced by a range of opinions and motivations.

---

Please note, these views represent the opinions of the Evenlode team as of 15th August 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Mon, 01 Sep 2025 07:38:00 +0100 Evenlode Investment Evenlode Investment 1271 In this month's investment view, we discuss how we constantly analyse detailed information to gain a balanced view of a business's prospects, acknowledging that market valuations are influenced by a range of opinions and motivations.

---

Please note, these views represent the opinions of the Evenlode team as of 15th August 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Evenlode Global Income Investment View – Increasing Opportunities In a Rising Market 139 139 Evenlode Global Income Investment View – Increasing Opportunities In a Rising Market full 1350d067-27df-472f-bf90-64fb7c517f13 https://share.transistor.fm/s/f0d7ff13 In this month's investment view, we discuss how we constantly analyse detailed information to gain a balanced view of a business's prospects, acknowledging that market valuations are influenced by a range of opinions and motivations.

---

Please note, these views represent the opinions of the Evenlode team as of 15th August 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> In this month's investment view, we discuss how we constantly analyse detailed information to gain a balanced view of a business's prospects, acknowledging that market valuations are influenced by a range of opinions and motivations.

---

Please note, these views represent the opinions of the Evenlode team as of 15th August 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Mon, 01 Sep 2025 07:06:00 +0100 Evenlode Investment Evenlode Investment 1271 In this month's investment view, we discuss how we constantly analyse detailed information to gain a balanced view of a business's prospects, acknowledging that market valuations are influenced by a range of opinions and motivations.

---

Please note, these views represent the opinions of the Evenlode team as of 15th August 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Evenlode Income Investment View – More Results Colour 138 138 Evenlode Income Investment View – More Results Colour full 499ed632-0353-45a8-b7ab-e8829a084eda https://share.transistor.fm/s/d3f17bbc In this month’s investment view, we will run through some key themes from results and discuss a variety of holdings. It’s a relatively long read – there’s a lot to discuss!

---

Please note, these views represent the opinions of the Evenlode team as of 13th August 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> In this month’s investment view, we will run through some key themes from results and discuss a variety of holdings. It’s a relatively long read – there’s a lot to discuss!

---

Please note, these views represent the opinions of the Evenlode team as of 13th August 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Mon, 25 Aug 2025 07:25:00 +0100 Evenlode Investment Evenlode Investment 2184 In this month’s investment view, we will run through some key themes from results and discuss a variety of holdings. It’s a relatively long read – there’s a lot to discuss!

---

Please note, these views represent the opinions of the Evenlode team as of 13th August 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Evenlode Global Income Investment View – Style and Fashion 137 137 Evenlode Global Income Investment View – Style and Fashion full c99fc238-9300-46ff-989b-f180d344a66b https://share.transistor.fm/s/bcd91276 In this month’s investment view we examine the development of positions in the fund’s two largest holdings - L’Oréal and Experian - as exemplars of current market trends. We also consider the market-level view of the portfolio and its recent performance.

---

Please note, these views represent the opinions of the Evenlode team as of 24th July 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> In this month’s investment view we examine the development of positions in the fund’s two largest holdings - L’Oréal and Experian - as exemplars of current market trends. We also consider the market-level view of the portfolio and its recent performance.

---

Please note, these views represent the opinions of the Evenlode team as of 24th July 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Tue, 29 Jul 2025 07:38:00 +0100 Evenlode Investment Evenlode Investment 697 In this month’s investment view we examine the development of positions in the fund’s two largest holdings - L’Oréal and Experian - as exemplars of current market trends. We also consider the market-level view of the portfolio and its recent performance.

---

Please note, these views represent the opinions of the Evenlode team as of 24th July 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Evenlode Global Dividend Investment View – Style and Fashion 136 136 Evenlode Global Dividend Investment View – Style and Fashion full 5b518b87-7bfa-4c25-9c7e-e3fbe0f3cd4a https://share.transistor.fm/s/6eb26825 In this month’s investment view we examine the development of positions in the fund’s two largest holdings - L’Oréal and Experian - as exemplars of current market trends. We also consider the market-level view of the portfolio and its recent performance.

---

Please note, these views represent the opinions of the Evenlode team as of 24th July 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> In this month’s investment view we examine the development of positions in the fund’s two largest holdings - L’Oréal and Experian - as exemplars of current market trends. We also consider the market-level view of the portfolio and its recent performance.

---

Please note, these views represent the opinions of the Evenlode team as of 24th July 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Tue, 29 Jul 2025 07:12:00 +0100 Evenlode Investment Evenlode Investment 697 In this month’s investment view we examine the development of positions in the fund’s two largest holdings - L’Oréal and Experian - as exemplars of current market trends. We also consider the market-level view of the portfolio and its recent performance.

---

Please note, these views represent the opinions of the Evenlode team as of 24th July 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Evenlode Income Investment View – Results Colour 135 135 Evenlode Income Investment View – Results Colour full e75aee7d-ced7-4ee5-a169-237841dde2e9 https://share.transistor.fm/s/eea6f30a In this month's investment view, following on from recent results, we provide more detail of the ongoing growth expectations for a number of the portfolio's holdings.

---

Please note, these views represent the opinions of the Evenlode team as of 14th July 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> In this month's investment view, following on from recent results, we provide more detail of the ongoing growth expectations for a number of the portfolio's holdings.

---

Please note, these views represent the opinions of the Evenlode team as of 14th July 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Tue, 22 Jul 2025 07:25:00 +0100 Evenlode Investment Evenlode Investment 885 In this month's investment view, following on from recent results, we provide more detail of the ongoing growth expectations for a number of the portfolio's holdings.

---

Please note, these views represent the opinions of the Evenlode team as of 14th July 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Evenlode Global Dividend Investment View – What Uncertainty? 134 134 Evenlode Global Dividend Investment View – What Uncertainty? full 3c546607-e950-4006-a002-83ce1a98351b https://share.transistor.fm/s/648909c9 Last month we asked the question ‘is this time different’ for markets as the Trump administration attempts to reshape the global economic order.

Looking at financial market developments, one of the few signs that there might be something going on is in the dollar, which has weakened by about 10% against sterling since March and a similar level against the major global currencies.

Otherwise the indications are that not much has changed despite all of the news.

---

Please note, these views represent the opinions of the Evenlode team as of 27th June 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Last month we asked the question ‘is this time different’ for markets as the Trump administration attempts to reshape the global economic order.

Looking at financial market developments, one of the few signs that there might be something going on is in the dollar, which has weakened by about 10% against sterling since March and a similar level against the major global currencies.

Otherwise the indications are that not much has changed despite all of the news.

---

Please note, these views represent the opinions of the Evenlode team as of 27th June 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Thu, 17 Jul 2025 07:46:00 +0100 Evenlode Investment Evenlode Investment 590 Last month we asked the question ‘is this time different’ for markets as the Trump administration attempts to reshape the global economic order.

Looking at financial market developments, one of the few signs that there might be something going on is in the dollar, which has weakened by about 10% against sterling since March and a similar level against the major global currencies.

Otherwise the indications are that not much has changed despite all of the news.

---

Please note, these views represent the opinions of the Evenlode team as of 27th June 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Evenlode Global Income Investment View – What Uncertainty? 133 133 Evenlode Global Income Investment View – What Uncertainty? full 1715b33c-0f58-41ca-b26a-3d6e1d863ca3 https://share.transistor.fm/s/06d32977 Last month we asked the question ‘is this time different’ for markets as the Trump administration attempts to reshape the global economic order.

Looking at financial market developments, one of the few signs that there might be something going on is in the dollar, which has weakened by about 10% against sterling since March and a similar level against the major global currencies.

Otherwise the indications are that not much has changed despite all of the news.

---

Please note, these views represent the opinions of the Evenlode team as of 27th June 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Last month we asked the question ‘is this time different’ for markets as the Trump administration attempts to reshape the global economic order.

Looking at financial market developments, one of the few signs that there might be something going on is in the dollar, which has weakened by about 10% against sterling since March and a similar level against the major global currencies.

Otherwise the indications are that not much has changed despite all of the news.

---

Please note, these views represent the opinions of the Evenlode team as of 27th June 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Thu, 17 Jul 2025 07:23:00 +0100 Evenlode Investment Evenlode Investment 590 Last month we asked the question ‘is this time different’ for markets as the Trump administration attempts to reshape the global economic order.

Looking at financial market developments, one of the few signs that there might be something going on is in the dollar, which has weakened by about 10% against sterling since March and a similar level against the major global currencies.

Otherwise the indications are that not much has changed despite all of the news.

---

Please note, these views represent the opinions of the Evenlode team as of 27th June 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Evenlode Global Opportunities Investment View - Artificial Intelligence Update 132 132 Evenlode Global Opportunities Investment View - Artificial Intelligence Update full 48f26f9f-07f6-4298-8be7-16d46153fe82 https://share.transistor.fm/s/4402c4a9 We are now at or close to all-time highs again in world equity markets less than three months after the drama of the 2 April tariff announcements.

The rally from the 8 April lows has been historically fast and furious, and focused on the US tech names which had been lagging into the 2 April announcement. The explanation for all of this is fairly simple.
 
---

Please note, these views represent the opinions of the Evenlode team as of 27th June 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> We are now at or close to all-time highs again in world equity markets less than three months after the drama of the 2 April tariff announcements.

The rally from the 8 April lows has been historically fast and furious, and focused on the US tech names which had been lagging into the 2 April announcement. The explanation for all of this is fairly simple.
 
---

Please note, these views represent the opinions of the Evenlode team as of 27th June 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Tue, 08 Jul 2025 07:45:00 +0100 Evenlode Investment Evenlode Investment 743 We are now at or close to all-time highs again in world equity markets less than three months after the drama of the 2 April tariff announcements.

The rally from the 8 April lows has been historically fast and furious, and focused on the US tech names which had been lagging into the 2 April announcement. The explanation for all of this is fairly simple.
 
---

Please note, these views represent the opinions of the Evenlode team as of 27th June 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Evenlode Global Equity Investment View - Artificial Intelligence Update 131 131 Evenlode Global Equity Investment View - Artificial Intelligence Update full 6aa86e1c-336e-475d-bb54-aac491a1f65e https://share.transistor.fm/s/5e8d8541 We are now at or close to all-time highs again in world equity markets less than three months after the drama of the 2 April tariff announcements.

The rally from the 8 April lows has been historically fast and furious, and focused on the US tech names which had been lagging into the 2 April announcement. The explanation for all of this is fairly simple.
 
---

Please note, these views represent the opinions of the Evenlode team as of 27th June 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> We are now at or close to all-time highs again in world equity markets less than three months after the drama of the 2 April tariff announcements.

The rally from the 8 April lows has been historically fast and furious, and focused on the US tech names which had been lagging into the 2 April announcement. The explanation for all of this is fairly simple.
 
---

Please note, these views represent the opinions of the Evenlode team as of 27th June 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Tue, 08 Jul 2025 07:15:00 +0100 Evenlode Investment Evenlode Investment 743 We are now at or close to all-time highs again in world equity markets less than three months after the drama of the 2 April tariff announcements.

The rally from the 8 April lows has been historically fast and furious, and focused on the US tech names which had been lagging into the 2 April announcement. The explanation for all of this is fairly simple.
 
---

Please note, these views represent the opinions of the Evenlode team as of 27th June 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Evenlode Income Investment View – Embedded Value, New Holdings 130 130 Evenlode Income Investment View – Embedded Value, New Holdings full 69858883-278b-40bb-a558-793b929b2b0a https://share.transistor.fm/s/198488cc In this month's investment view, as market volatility continues and geopolitical uncertainty remains high, we provide an overview of a few existing and new stocks that we believe offer long-term embedded value for the portfolio.

---

Please note, these views represent the opinions of the Evenlode team as of 12th June 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> In this month's investment view, as market volatility continues and geopolitical uncertainty remains high, we provide an overview of a few existing and new stocks that we believe offer long-term embedded value for the portfolio.

---

Please note, these views represent the opinions of the Evenlode team as of 12th June 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Wed, 02 Jul 2025 06:36:00 +0100 Evenlode Investment Evenlode Investment 1263 In this month's investment view, as market volatility continues and geopolitical uncertainty remains high, we provide an overview of a few existing and new stocks that we believe offer long-term embedded value for the portfolio.

---

Please note, these views represent the opinions of the Evenlode team as of 12th June 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Evenlode Global Income Investment View – Is This Time Different? 129 129 Evenlode Global Income Investment View – Is This Time Different? full 42bd9e21-fb46-49c8-8847-df2537315dc0 https://share.transistor.fm/s/63ac2e7d In this month's investment view, we provide a further update on the Q1 reporting season in light of recent political headlines, and how this has influenced our analysis of investment opportunities.

---

Please note, these views represent the opinions of the Evenlode team as of 27th May 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> In this month's investment view, we provide a further update on the Q1 reporting season in light of recent political headlines, and how this has influenced our analysis of investment opportunities.

---

Please note, these views represent the opinions of the Evenlode team as of 27th May 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Tue, 03 Jun 2025 07:45:00 +0100 Evenlode Investment Evenlode Investment 723 In this month's investment view, we provide a further update on the Q1 reporting season in light of recent political headlines, and how this has influenced our analysis of investment opportunities.

---

Please note, these views represent the opinions of the Evenlode team as of 27th May 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Evenlode Global Dividend Investment View – Is This Time Different? 128 128 Evenlode Global Dividend Investment View – Is This Time Different? full 9c8b9bbc-918a-4fda-9f0f-12e631e6fa93 https://share.transistor.fm/s/e5650c15 In this month's investment view, we provide a further update on the Q1 reporting season in light of recent political headlines, and how this has influenced our analysis of investment opportunities.

---

Please note, these views represent the opinions of the Evenlode team as of 27th May 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> In this month's investment view, we provide a further update on the Q1 reporting season in light of recent political headlines, and how this has influenced our analysis of investment opportunities.

---

Please note, these views represent the opinions of the Evenlode team as of 27th May 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Tue, 03 Jun 2025 07:35:00 +0100 Evenlode Investment Evenlode Investment 723 In this month's investment view, we provide a further update on the Q1 reporting season in light of recent political headlines, and how this has influenced our analysis of investment opportunities.

---

Please note, these views represent the opinions of the Evenlode team as of 27th May 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Evenlode Global Opportunites Investment View - Q1 2025 Earnings Season 127 127 Evenlode Global Opportunites Investment View - Q1 2025 Earnings Season full ccbf8bd4-46d0-4797-b6b5-7bbcd2eddbbc https://share.transistor.fm/s/b5702e8c We are now in the final stages of the reporting season for the first quarter of 2025 for companies with 31 December year ends. We usually find the regular rhythm of corporate earnings a useful cue for stock-taking.
 
---

Please note, these views represent the opinions of the Evenlode team as of 21st May 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> We are now in the final stages of the reporting season for the first quarter of 2025 for companies with 31 December year ends. We usually find the regular rhythm of corporate earnings a useful cue for stock-taking.
 
---

Please note, these views represent the opinions of the Evenlode team as of 21st May 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Wed, 28 May 2025 07:45:00 +0100 Evenlode Investment Evenlode Investment 704 We are now in the final stages of the reporting season for the first quarter of 2025 for companies with 31 December year ends. We usually find the regular rhythm of corporate earnings a useful cue for stock-taking.
 
---

Please note, these views represent the opinions of the Evenlode team as of 21st May 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Evenlode Global Equity Investment View - Q1 2025 Earnings Season 126 126 Evenlode Global Equity Investment View - Q1 2025 Earnings Season full 254ed692-770e-4f5c-9994-62728770ce3e https://share.transistor.fm/s/b6e8f702 We are now in the final stages of the reporting season for the first quarter of 2025 for companies with 31 December year ends. We usually find the regular rhythm of corporate earnings a useful cue for stock-taking.
 
---

Please note, these views represent the opinions of the Evenlode team as of 21st May 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> We are now in the final stages of the reporting season for the first quarter of 2025 for companies with 31 December year ends. We usually find the regular rhythm of corporate earnings a useful cue for stock-taking.
 
---

Please note, these views represent the opinions of the Evenlode team as of 21st May 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Wed, 28 May 2025 07:15:00 +0100 Evenlode Investment Evenlode Investment 704 We are now in the final stages of the reporting season for the first quarter of 2025 for companies with 31 December year ends. We usually find the regular rhythm of corporate earnings a useful cue for stock-taking.
 
---

Please note, these views represent the opinions of the Evenlode team as of 21st May 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Evenlode Income Investment View – Tariff aftermath, portfolio update and new holdings 125 125 Evenlode Income Investment View – Tariff aftermath, portfolio update and new holdings full bdcb1c89-d6d8-4b9c-b0d4-c43c6f85d4de https://share.transistor.fm/s/a071c7ad In this month's investment view, following the aftermath of the changes in US tariff policies, we provide a brief overview of recent company results and portfolio performance, together with a detailed overview of a new holding that was previously held by the portfolio.

---

Please note, these views represent the opinions of the Evenlode team as of 9th May 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> In this month's investment view, following the aftermath of the changes in US tariff policies, we provide a brief overview of recent company results and portfolio performance, together with a detailed overview of a new holding that was previously held by the portfolio.

---

Please note, these views represent the opinions of the Evenlode team as of 9th May 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Wed, 21 May 2025 07:05:00 +0100 Evenlode Investment Evenlode Investment 912 In this month's investment view, following the aftermath of the changes in US tariff policies, we provide a brief overview of recent company results and portfolio performance, together with a detailed overview of a new holding that was previously held by the portfolio.

---

Please note, these views represent the opinions of the Evenlode team as of 9th May 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Evenlode Global Opportunities Investment View - Review of Q1 2025 124 124 Evenlode Global Opportunities Investment View - Review of Q1 2025 full de53482a-9829-4b61-8d8d-e0af0e02cc76 https://share.transistor.fm/s/81c04ef5 An overview of the performance of the Evenlode Global Opportunities Fund for Q1 2025.

---

Please note, these views represent the opinions of the Evenlode team as of 14th April 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> An overview of the performance of the Evenlode Global Opportunities Fund for Q1 2025.

---

Please note, these views represent the opinions of the Evenlode team as of 14th April 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Wed, 30 Apr 2025 07:15:00 +0100 Evenlode Investment Evenlode Investment 455 An overview of the performance of the Evenlode Global Opportunities Fund for Q1 2025.

---

Please note, these views represent the opinions of the Evenlode team as of 14th April 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Evenlode Global Equity Investment View - Review of Q1 2025 123 123 Evenlode Global Equity Investment View - Review of Q1 2025 full 38a4bf9b-ba43-4aed-bdf4-a5022f4db869 https://share.transistor.fm/s/d5ad8cc0 The Evenlode Global Equity fund returned -0.7% in the first quarter of 2025, ahead of its comparator benchmark, the MSCI World Index, which returned -4.7%.

The fund benefited from a general rotation away from the islands of relative strength in 2024 towards a broader palette of ex-US and ex-tech companies. Fundamental results for our companies remained superior to that of the index in Q4 2024.

---

Please note, these views represent the opinions of the Evenlode team as of 14th April 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> The Evenlode Global Equity fund returned -0.7% in the first quarter of 2025, ahead of its comparator benchmark, the MSCI World Index, which returned -4.7%.

The fund benefited from a general rotation away from the islands of relative strength in 2024 towards a broader palette of ex-US and ex-tech companies. Fundamental results for our companies remained superior to that of the index in Q4 2024.

---

Please note, these views represent the opinions of the Evenlode team as of 14th April 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Wed, 30 Apr 2025 07:05:00 +0100 Evenlode Investment Evenlode Investment 455 The Evenlode Global Equity fund returned -0.7% in the first quarter of 2025, ahead of its comparator benchmark, the MSCI World Index, which returned -4.7%.

The fund benefited from a general rotation away from the islands of relative strength in 2024 towards a broader palette of ex-US and ex-tech companies. Fundamental results for our companies remained superior to that of the index in Q4 2024.

---

Please note, these views represent the opinions of the Evenlode team as of 14th April 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Evenlode Global Income Investment View – Market Narratives 121 121 Evenlode Global Income Investment View – Market Narratives full 974e1a45-c140-4af1-8cc6-73a6d44ea6d2 https://share.transistor.fm/s/a99952c5 In this month's investment view, we explain how we approach the delivery of our dividend growth and how managing valuation risk and opportunity in the market is prudent over time.

---

Please note, these views represent the opinions of the Evenlode team as of 28th March 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> In this month's investment view, we explain how we approach the delivery of our dividend growth and how managing valuation risk and opportunity in the market is prudent over time.

---

Please note, these views represent the opinions of the Evenlode team as of 28th March 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Tue, 15 Apr 2025 13:00:00 +0100 Evenlode Investment Evenlode Investment 668 In this month's investment view, we explain how we approach the delivery of our dividend growth and how managing valuation risk and opportunity in the market is prudent over time.

---

Please note, these views represent the opinions of the Evenlode team as of 28th March 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Evenlode Global Dividend Investment View – Market Narratives 120 120 Evenlode Global Dividend Investment View – Market Narratives full 6222fbbd-d04d-4f92-889f-959720ae47b3 https://share.transistor.fm/s/1b96c076 In this month's investment view, we explain how we approach the delivery of our dividend growth and how managing valuation risk and opportunity in the market is prudent over time.

---

Please note, these views represent the opinions of the Evenlode team as of 28th March 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> In this month's investment view, we explain how we approach the delivery of our dividend growth and how managing valuation risk and opportunity in the market is prudent over time.

---

Please note, these views represent the opinions of the Evenlode team as of 28th March 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Tue, 15 Apr 2025 07:05:00 +0100 Evenlode Investment Evenlode Investment 668 In this month's investment view, we explain how we approach the delivery of our dividend growth and how managing valuation risk and opportunity in the market is prudent over time.

---

Please note, these views represent the opinions of the Evenlode team as of 28th March 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Evenlode Global Dividend Investment View – Tariff Turmoil and Yesterday’s News 122 122 Evenlode Global Dividend Investment View – Tariff Turmoil and Yesterday’s News full e8eb4406-60b6-498e-94d4-4dbbd36eade8 https://share.transistor.fm/s/5782f406 In this month's investment view, we offer a portfolio update following the podcast we released earlier this week, which addresses the ongoing market turbulence.

---

Please note, these views represent the opinions of the Evenlode team as of 11th April 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> In this month's investment view, we offer a portfolio update following the podcast we released earlier this week, which addresses the ongoing market turbulence.

---

Please note, these views represent the opinions of the Evenlode team as of 11th April 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Mon, 14 Apr 2025 15:27:57 +0100 Evenlode Investment Evenlode Investment 414 In this month's investment view, we offer a portfolio update following the podcast we released earlier this week, which addresses the ongoing market turbulence.

---

Please note, these views represent the opinions of the Evenlode team as of 11th April 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Evenlode Global Income Investment View – Tariff Turmoil and Yesterday’s News 119 119 Evenlode Global Income Investment View – Tariff Turmoil and Yesterday’s News full ea1253ff-2fd0-45cf-ae25-040419c8be18 https://share.transistor.fm/s/75d9f550 In this month's investment view, we offer a portfolio update following the podcast we released earlier this week, which addresses the ongoing market turbulence.

---

Please note, these views represent the opinions of the Evenlode team as of 11th April 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> In this month's investment view, we offer a portfolio update following the podcast we released earlier this week, which addresses the ongoing market turbulence.

---

Please note, these views represent the opinions of the Evenlode team as of 11th April 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Mon, 14 Apr 2025 13:53:51 +0100 Evenlode Investment Evenlode Investment 414 In this month's investment view, we offer a portfolio update following the podcast we released earlier this week, which addresses the ongoing market turbulence.

---

Please note, these views represent the opinions of the Evenlode team as of 11th April 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Evenlode Income Investment View - Tariff Trauma 118 118 Evenlode Income Investment View - Tariff Trauma full 22ae7ed4-a392-40c4-8081-9cea742931d4 https://share.transistor.fm/s/af4257e5 In this month's investment view, we provide an overview of the recent effects of the Liberation Day tariff announcements on global stock markets and our portfolio holdings.

---

Please note, these views represent the opinions of the Evenlode team as of 4th April 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> In this month's investment view, we provide an overview of the recent effects of the Liberation Day tariff announcements on global stock markets and our portfolio holdings.

---

Please note, these views represent the opinions of the Evenlode team as of 4th April 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Fri, 11 Apr 2025 08:58:30 +0100 Evenlode Investment Evenlode Investment 777 In this month's investment view, we provide an overview of the recent effects of the Liberation Day tariff announcements on global stock markets and our portfolio holdings.

---

Please note, these views represent the opinions of the Evenlode team as of 4th April 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Evenlode Income Investment View - Top Seven 117 117 Evenlode Income Investment View - Top Seven full 82b205ce-4233-47b3-ba7b-06ff9f9f4866 https://share.transistor.fm/s/628654cd In this month's investment view, as we assess the recent full-year results, we focus on providing an overview of our largest seven holdings.

---

Please note, these views represent the opinions of the Evenlode team as of 10th March 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> In this month's investment view, as we assess the recent full-year results, we focus on providing an overview of our largest seven holdings.

---

Please note, these views represent the opinions of the Evenlode team as of 10th March 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Tue, 18 Mar 2025 07:07:00 +0000 Evenlode Investment Evenlode Investment 904 In this month's investment view, as we assess the recent full-year results, we focus on providing an overview of our largest seven holdings.

---

Please note, these views represent the opinions of the Evenlode team as of 10th March 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Evenlode Global Income Investment View – Results and Evolving Themes 115 115 Evenlode Global Income Investment View – Results and Evolving Themes full f958622c-a71f-4f24-9a88-d993014217b7 https://share.transistor.fm/s/e41a8d6b In this month's investment view, with two-thirds of the reporting season behind us, we offer a business-level analysis of selected holdings amidst ongoing global uncertainty.

---

Please note, these views represent the opinions of the Evenlode team as of 25th February 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> In this month's investment view, with two-thirds of the reporting season behind us, we offer a business-level analysis of selected holdings amidst ongoing global uncertainty.

---

Please note, these views represent the opinions of the Evenlode team as of 25th February 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Fri, 07 Mar 2025 08:15:00 +0000 Evenlode Investment Evenlode Investment 770 In this month's investment view, with two-thirds of the reporting season behind us, we offer a business-level analysis of selected holdings amidst ongoing global uncertainty.

---

Please note, these views represent the opinions of the Evenlode team as of 25th February 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Evenlode Global Dividend Investment View – Results and Evolving Themes 116 116 Evenlode Global Dividend Investment View – Results and Evolving Themes full d923a85b-2a91-4a2d-8dfe-24d87a9fc0e5 https://share.transistor.fm/s/d1362369 In this month's investment view, with two-thirds of the reporting season behind us, we offer a business-level analysis of selected holdings amidst ongoing global uncertainty.

---

Please note, these views represent the opinions of the Evenlode team as of 25th February 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> In this month's investment view, with two-thirds of the reporting season behind us, we offer a business-level analysis of selected holdings amidst ongoing global uncertainty.

---

Please note, these views represent the opinions of the Evenlode team as of 25th February 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Fri, 07 Mar 2025 07:45:00 +0000 Evenlode Investment Evenlode Investment 770 In this month's investment view, with two-thirds of the reporting season behind us, we offer a business-level analysis of selected holdings amidst ongoing global uncertainty.

---

Please note, these views represent the opinions of the Evenlode team as of 25th February 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Evenlode Global Equity Investment View - 2024 Update 114 114 Evenlode Global Equity Investment View - 2024 Update full 7713f4b7-5a11-4963-ba26-a324e6f014ab https://share.transistor.fm/s/0656da52 An overview of the performance of the Evenlode Global Equity Fund in 2024.

---

Please note, these views represent the opinions of the Evenlode team as of 30th January 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> An overview of the performance of the Evenlode Global Equity Fund in 2024.

---

Please note, these views represent the opinions of the Evenlode team as of 30th January 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Tue, 11 Feb 2025 07:15:00 +0000 Evenlode Investment Evenlode Investment 449 An overview of the performance of the Evenlode Global Equity Fund in 2024.

---

Please note, these views represent the opinions of the Evenlode team as of 30th January 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Evenlode Global Opportunities Investment View - 2024 Update 113 113 Evenlode Global Opportunities Investment View - 2024 Update full 73284f8e-9762-4a8b-9a25-d98b1a08edcd https://share.transistor.fm/s/6f6b49e0 An overview of the performance of the Evenlode Global Opportunities Fund in 2024.

---

Please note, these views represent the opinions of the Evenlode team as of 30th January 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> An overview of the performance of the Evenlode Global Opportunities Fund in 2024.

---

Please note, these views represent the opinions of the Evenlode team as of 30th January 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Tue, 11 Feb 2025 01:39:32 +0000 Evenlode Investment Evenlode Investment 446 An overview of the performance of the Evenlode Global Opportunities Fund in 2024.

---

Please note, these views represent the opinions of the Evenlode team as of 30th January 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Evenlode Income Investment View - Review of 2024 and outlook for 2025 112 112 Evenlode Income Investment View - Review of 2024 and outlook for 2025 full 900e05ff-e432-4ef9-a3cc-1f841ed5618b https://share.transistor.fm/s/534538b6 In this month's investment view, we will discuss the year just finished, and share some thoughts on the current outlook.

---

Please note, these views represent the opinions of the Evenlode team as of 28th January 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> In this month's investment view, we will discuss the year just finished, and share some thoughts on the current outlook.

---

Please note, these views represent the opinions of the Evenlode team as of 28th January 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Fri, 07 Feb 2025 07:46:00 +0000 Evenlode Investment Evenlode Investment 813 In this month's investment view, we will discuss the year just finished, and share some thoughts on the current outlook.

---

Please note, these views represent the opinions of the Evenlode team as of 28th January 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Evenlode Global Dividend Investment View – Reflections on 2024 111 111 Evenlode Global Dividend Investment View – Reflections on 2024 full 9713a8b5-b94a-4d0d-af8d-0ffe96e3ea4c https://share.transistor.fm/s/9a48e39c In this month's investment view, as we are in a period of much change and market noise, we thought it would be a good time to take stock of the current equity market and the portfolio’s performance within it.

---

Please note, these views represent the opinions of the Evenlode team as of 28th January 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> In this month's investment view, as we are in a period of much change and market noise, we thought it would be a good time to take stock of the current equity market and the portfolio’s performance within it.

---

Please note, these views represent the opinions of the Evenlode team as of 28th January 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Thu, 06 Feb 2025 07:35:00 +0000 Evenlode Investment Evenlode Investment 2460 In this month's investment view, as we are in a period of much change and market noise, we thought it would be a good time to take stock of the current equity market and the portfolio’s performance within it.

---

Please note, these views represent the opinions of the Evenlode team as of 28th January 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Evenlode Global Income Investment View – Reflections on 2024 110 110 Evenlode Global Income Investment View – Reflections on 2024 full a36832f6-e240-4743-8eef-1f01312e1582 https://share.transistor.fm/s/4e8aa9eb In this month's investment view, as we are in a period of much change and market noise, we thought it would be a good time to take stock of the current equity market and the portfolio’s performance within it.

---

Please note, these views represent the opinions of the Evenlode team as of 28th January 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> In this month's investment view, as we are in a period of much change and market noise, we thought it would be a good time to take stock of the current equity market and the portfolio’s performance within it.

---

Please note, these views represent the opinions of the Evenlode team as of 28th January 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Tue, 04 Feb 2025 07:20:00 +0000 Evenlode Investment Evenlode Investment 2442 In this month's investment view, as we are in a period of much change and market noise, we thought it would be a good time to take stock of the current equity market and the portfolio’s performance within it.

---

Please note, these views represent the opinions of the Evenlode team as of 28th January 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Evenlode Income Investment View – Winter Reading 108 108 Evenlode Income Investment View – Winter Reading full 3786bbf1-89d0-4809-9e9a-8599ecb0f7c2 https://share.transistor.fm/s/832054b8 In this month's investment view, with the holiday season approaching, the Evenlode investment team have compiled a list of books that we have read over the second half of 2024.

Some of these texts are not obvious light-reading for Boxing Day, but we hope you will find something engaging on the list!

---

Please note, these views represent the opinions of the Evenlode team as of 19th December 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> In this month's investment view, with the holiday season approaching, the Evenlode investment team have compiled a list of books that we have read over the second half of 2024.

Some of these texts are not obvious light-reading for Boxing Day, but we hope you will find something engaging on the list!

---

Please note, these views represent the opinions of the Evenlode team as of 19th December 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Fri, 10 Jan 2025 07:26:00 +0000 Evenlode Investment Evenlode Investment 1090 In this month's investment view, with the holiday season approaching, the Evenlode investment team have compiled a list of books that we have read over the second half of 2024.

Some of these texts are not obvious light-reading for Boxing Day, but we hope you will find something engaging on the list!

---

Please note, these views represent the opinions of the Evenlode team as of 19th December 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Evenlode Global Income Investment View – A metaphor for 2024 109 109 Evenlode Global Income Investment View – A metaphor for 2024 full 6e4acc99-3154-43d6-882e-e3bd745c4989 https://share.transistor.fm/s/55ef25b1 In this month's investment view, we review the performance of the global market in 2024 and how our investment process has guided our investment decisions.

---

Please note, these views represent the opinions of the Evenlode team as of 19th December 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> In this month's investment view, we review the performance of the global market in 2024 and how our investment process has guided our investment decisions.

---

Please note, these views represent the opinions of the Evenlode team as of 19th December 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Thu, 09 Jan 2025 07:28:00 +0000 Evenlode Investment Evenlode Investment 588 In this month's investment view, we review the performance of the global market in 2024 and how our investment process has guided our investment decisions.

---

Please note, these views represent the opinions of the Evenlode team as of 19th December 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Evenlode Income Investment View – Niche Compounders 107 107 Evenlode Income Investment View – Niche Compounders full 71ea058b-2b76-42a4-ba7f-c276e5efaade https://share.transistor.fm/s/7fa6389f In this month's investment view, following on from the third quarter results season, we discuss several portfolio holdings to highlight themes we are seeing across the portfolio.

---

Please note, these views represent the opinions of the Evenlode team as of 11th December 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> In this month's investment view, following on from the third quarter results season, we discuss several portfolio holdings to highlight themes we are seeing across the portfolio.

---

Please note, these views represent the opinions of the Evenlode team as of 11th December 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Wed, 08 Jan 2025 06:45:00 +0000 Evenlode Investment Evenlode Investment 856 In this month's investment view, following on from the third quarter results season, we discuss several portfolio holdings to highlight themes we are seeing across the portfolio.

---

Please note, these views represent the opinions of the Evenlode team as of 11th December 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Evenlode Global Income Investment View – Tariffs, trade and the not-quite-everything rally 106 106 Evenlode Global Income Investment View – Tariffs, trade and the not-quite-everything rally full 302e5953-a2fe-43fc-9c11-8bce7e26c2dd https://share.transistor.fm/s/a3584ed9 In this month's investment view, following the outcome of the US election, we summarise the rhetoric of the campaign and its aftermath on the markets, and what the implied tariff picture means for the portfolio.

---

Please note, these views represent the opinions of the Evenlode team as of 25th November 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> In this month's investment view, following the outcome of the US election, we summarise the rhetoric of the campaign and its aftermath on the markets, and what the implied tariff picture means for the portfolio.

---

Please note, these views represent the opinions of the Evenlode team as of 25th November 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Thu, 28 Nov 2024 07:44:00 +0000 Evenlode Investment Evenlode Investment 1102 In this month's investment view, following the outcome of the US election, we summarise the rhetoric of the campaign and its aftermath on the markets, and what the implied tariff picture means for the portfolio.

---

Please note, these views represent the opinions of the Evenlode team as of 25th November 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Evenlode Income Investment View – The US Election – A bottom-up perspective 105 105 Evenlode Income Investment View – The US Election – A bottom-up perspective full 1bf831d0-3dda-497b-9b85-90e8a32dab32 https://share.transistor.fm/s/e98dfb4a In this month’s investment view, we focus on the US election result and its potential implications for the portfolio and the wider global economy.

---

Please note, these views represent the opinions of the Evenlode team as of 30th October 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> In this month’s investment view, we focus on the US election result and its potential implications for the portfolio and the wider global economy.

---

Please note, these views represent the opinions of the Evenlode team as of 30th October 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Thu, 14 Nov 2024 07:20:00 +0000 Evenlode Investment Evenlode Investment 1087 In this month’s investment view, we focus on the US election result and its potential implications for the portfolio and the wider global economy.

---

Please note, these views represent the opinions of the Evenlode team as of 30th October 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Evenlode Global Income Investment View – The Consumer Economy 104 104 Evenlode Global Income Investment View – The Consumer Economy full 70daad42-ee51-4fba-9908-351e3a102e26 https://share.transistor.fm/s/e1a21504 In this month's investment view, we provide an overview of the consumer goods sector focusing on luxury goods, a much-discussed area as even the affluent feel the pinch.

---

Please note, these views represent the opinions of the Evenlode team as of 30th October 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> In this month's investment view, we provide an overview of the consumer goods sector focusing on luxury goods, a much-discussed area as even the affluent feel the pinch.

---

Please note, these views represent the opinions of the Evenlode team as of 30th October 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Tue, 05 Nov 2024 06:49:00 +0000 Evenlode Investment Evenlode Investment 909 In this month's investment view, we provide an overview of the consumer goods sector focusing on luxury goods, a much-discussed area as even the affluent feel the pinch.

---

Please note, these views represent the opinions of the Evenlode team as of 30th October 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Evenlode Global Equity Investment View – Q3 2024 update 103 103 Evenlode Global Equity Investment View – Q3 2024 update full 4753668c-9ad0-4ccc-98fa-ee0d0c26f28b https://share.transistor.fm/s/915d6889 In this month's investment view, we provide a quarterly update of the Evenlode Global Equity Fund.

---

Please note, these views represent the opinions of the Evenlode team as of 23rd October 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> In this month's investment view, we provide a quarterly update of the Evenlode Global Equity Fund.

---

Please note, these views represent the opinions of the Evenlode team as of 23rd October 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Thu, 31 Oct 2024 07:05:00 +0000 Evenlode Investment Evenlode Investment 799 In this month's investment view, we provide a quarterly update of the Evenlode Global Equity Fund.

---

Please note, these views represent the opinions of the Evenlode team as of 23rd October 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Quality and Long Term Value - Evenlode Investment View 101 101 Quality and Long Term Value - Evenlode Investment View full 1e1475bf-e733-4e46-b455-220f89652984 https://share.transistor.fm/s/e688647b In this month's investment view, we provide an update on three companies that highlight some key themes within the portfolio.

---

Please note, these views represent the opinions of the Evenlode team as of 1st October 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> In this month's investment view, we provide an update on three companies that highlight some key themes within the portfolio.

---

Please note, these views represent the opinions of the Evenlode team as of 1st October 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Thu, 10 Oct 2024 07:20:00 +0100 Evenlode Investment Evenlode Investment 831 In this month's investment view, we provide an update on three companies that highlight some key themes within the portfolio.

---

Please note, these views represent the opinions of the Evenlode team as of 1st October 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Olympic Legacy - Evenlode Global Investment View 100 100 Olympic Legacy - Evenlode Global Investment View full 6ceba47f-faa1-46ba-a45f-a5d1f6b516e7 https://share.transistor.fm/s/e4fd26ea In this month's investment view, inspired by the Olympics and Paralympics, we share our thoughts on sporting goods, an area of consumer goods that has had to balance on the narrow bar between performance and fashion.

---

Please note, these views represent the opinions of the Evenlode team as of 27th September 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> In this month's investment view, inspired by the Olympics and Paralympics, we share our thoughts on sporting goods, an area of consumer goods that has had to balance on the narrow bar between performance and fashion.

---

Please note, these views represent the opinions of the Evenlode team as of 27th September 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Fri, 04 Oct 2024 07:35:00 +0100 Evenlode Investment Evenlode Investment 929 In this month's investment view, inspired by the Olympics and Paralympics, we share our thoughts on sporting goods, an area of consumer goods that has had to balance on the narrow bar between performance and fashion.

---

Please note, these views represent the opinions of the Evenlode team as of 27th September 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Summer Reading - Evenlode Investment View 99 99 Summer Reading - Evenlode Investment View full b533f714-a618-456a-95f0-63ffd0c8f667 https://share.transistor.fm/s/5e3d3fb0 In this month's investment view, as it is holiday season, members of the Evenlode investment team have compiled a selection of books that we have read and found interesting over the first half of 2024.

Not all of these texts are obvious light-reading material for the beach, but we hope you find the list of interest!

---

Please note, these views represent the opinions of the Evenlode team as of 23rd August 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> In this month's investment view, as it is holiday season, members of the Evenlode investment team have compiled a selection of books that we have read and found interesting over the first half of 2024.

Not all of these texts are obvious light-reading material for the beach, but we hope you find the list of interest!

---

Please note, these views represent the opinions of the Evenlode team as of 23rd August 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Wed, 28 Aug 2024 07:45:00 +0100 Evenlode Investment Evenlode Investment 1614 In this month's investment view, as it is holiday season, members of the Evenlode investment team have compiled a selection of books that we have read and found interesting over the first half of 2024.

Not all of these texts are obvious light-reading material for the beach, but we hope you find the list of interest!

---

Please note, these views represent the opinions of the Evenlode team as of 23rd August 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No A Tale of Two Markets - Evenlode Global Investment View 98 98 A Tale of Two Markets - Evenlode Global Investment View full e7c60360-9f3c-40b5-9829-05a98d72c8d8 https://share.transistor.fm/s/39923c48 In this month's investment view, with recent market volatility hitting the headlines, we report on the half year trading results for some of the fund's holdings which have, in the main, been solid and free from the drama reported elsewhere.

---

Please note, these views represent the opinions of the Evenlode team as of 14th August 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> In this month's investment view, with recent market volatility hitting the headlines, we report on the half year trading results for some of the fund's holdings which have, in the main, been solid and free from the drama reported elsewhere.

---

Please note, these views represent the opinions of the Evenlode team as of 14th August 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Wed, 21 Aug 2024 07:22:00 +0100 Evenlode Investment Evenlode Investment 785 In this month's investment view, with recent market volatility hitting the headlines, we report on the half year trading results for some of the fund's holdings which have, in the main, been solid and free from the drama reported elsewhere.

---

Please note, these views represent the opinions of the Evenlode team as of 14th August 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Interim Results - Evenlode Investment View 97 97 Interim Results - Evenlode Investment View full 0662ffe4-364f-4211-ba74-c68e8a43a9a9 https://share.transistor.fm/s/eff920ae In this month's investment view, with the interim results season in full swing and over 85% of the portfolio's companies having reported, we provide an overview of a number of the underlying holdings.

---

Please note, these views represent the opinions of the Evenlode team as of 31st July 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> In this month's investment view, with the interim results season in full swing and over 85% of the portfolio's companies having reported, we provide an overview of a number of the underlying holdings.

---

Please note, these views represent the opinions of the Evenlode team as of 31st July 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Fri, 09 Aug 2024 07:30:00 +0100 Evenlode Investment Evenlode Investment 1184 In this month's investment view, with the interim results season in full swing and over 85% of the portfolio's companies having reported, we provide an overview of a number of the underlying holdings.

---

Please note, these views represent the opinions of the Evenlode team as of 31st July 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Markets Move - Evenlode Global Investment View 96 96 Markets Move - Evenlode Global Investment View full 427f7404-bafe-4036-affd-53300fd5bd65 https://share.transistor.fm/s/252b10c7 In this month's investment view, we examine the broad shape of share price moves in recent times and, in comparison, the air of calm that prevails in the Evenlode Global Income portfolio.

---

Please note, these views represent the opinions of the Evenlode team as of 29th July 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> In this month's investment view, we examine the broad shape of share price moves in recent times and, in comparison, the air of calm that prevails in the Evenlode Global Income portfolio.

---

Please note, these views represent the opinions of the Evenlode team as of 29th July 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Fri, 02 Aug 2024 07:43:00 +0100 Evenlode Investment Evenlode Investment 377 In this month's investment view, we examine the broad shape of share price moves in recent times and, in comparison, the air of calm that prevails in the Evenlode Global Income portfolio.

---

Please note, these views represent the opinions of the Evenlode team as of 29th July 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Under the Bonnet - Evenlode Investment View 95 95 Under the Bonnet - Evenlode Investment View full 690db533-2a7d-4c05-8061-ad5dbadb8545 https://share.transistor.fm/s/a4ca8a93 In this month's investment view, with investor focus more on electoral issues than corporate developments, and company news flows generally quiet, we focus on four portfolio companies that have released updates in recent weeks.

---

Please note, these views represent the opinions of the Evenlode team as of 8th July 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> In this month's investment view, with investor focus more on electoral issues than corporate developments, and company news flows generally quiet, we focus on four portfolio companies that have released updates in recent weeks.

---

Please note, these views represent the opinions of the Evenlode team as of 8th July 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Mon, 15 Jul 2024 11:31:35 +0100 Evenlode Investment Evenlode Investment 987 In this month's investment view, with investor focus more on electoral issues than corporate developments, and company news flows generally quiet, we focus on four portfolio companies that have released updates in recent weeks.

---

Please note, these views represent the opinions of the Evenlode team as of 8th July 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Q2 2024 Update - Evenlode Global Investment View 102 102 Q2 2024 Update - Evenlode Global Investment View full 2c50f328-86ab-4a5c-90d5-f2af533139b2 https://share.transistor.fm/s/e78080d3 In this month's investment view, we provide an update to the portfolio.

---

Please note, these views represent the opinions of the Evenlode team as of 8th July 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> In this month's investment view, we provide an update to the portfolio.

---

Please note, these views represent the opinions of the Evenlode team as of 8th July 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Mon, 08 Jul 2024 23:00:00 +0100 Evenlode Investment Evenlode Investment 613 In this month's investment view, we provide an update to the portfolio.

---

Please note, these views represent the opinions of the Evenlode team as of 8th July 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Grounded in Reality - Evenlode Global Investment View 94 94 Grounded in Reality - Evenlode Global Investment View full c3a82d92-4373-499a-b30e-a5e129557e45 https://share.transistor.fm/s/f80edfc0 In this month's investment view, as we continue to watch the high wire spectacle of the US stock market, we expand on our discussion from last month and take a closer look at the real-world drivers that support dividend growth – revenues and cash flow.

---

Please note, these views represent the opinions of the Evenlode team as of 28th June 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> In this month's investment view, as we continue to watch the high wire spectacle of the US stock market, we expand on our discussion from last month and take a closer look at the real-world drivers that support dividend growth – revenues and cash flow.

---

Please note, these views represent the opinions of the Evenlode team as of 28th June 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Sat, 06 Jul 2024 07:08:00 +0100 Evenlode Investment Evenlode Investment 678 In this month's investment view, as we continue to watch the high wire spectacle of the US stock market, we expand on our discussion from last month and take a closer look at the real-world drivers that support dividend growth – revenues and cash flow.

---

Please note, these views represent the opinions of the Evenlode team as of 28th June 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Quality Compounders - Evenlode Investment View 93 93 Quality Compounders - Evenlode Investment View full deb5f75c-4f36-49d5-b0d3-86905e041c9b https://share.transistor.fm/s/8903a60b In this month's investment view, we comment on the recent takeover approach of Hargreaves Lansdown, and follow with a brief tour of a variety of portfolio holdings to give a sense of recent results and the quality compounding opportunities on offer.

---

Please note, these views represent the opinions of the Evenlode team as of 7th June 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> In this month's investment view, we comment on the recent takeover approach of Hargreaves Lansdown, and follow with a brief tour of a variety of portfolio holdings to give a sense of recent results and the quality compounding opportunities on offer.

---

Please note, these views represent the opinions of the Evenlode team as of 7th June 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Sat, 15 Jun 2024 08:40:00 +0100 Evenlode Investment Evenlode Investment 949 In this month's investment view, we comment on the recent takeover approach of Hargreaves Lansdown, and follow with a brief tour of a variety of portfolio holdings to give a sense of recent results and the quality compounding opportunities on offer.

---

Please note, these views represent the opinions of the Evenlode team as of 7th June 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Zooming Out - Evenlode Global Investment View 92 92 Zooming Out - Evenlode Global Investment View full 69ec06e4-89c9-4f7b-b7c5-ede1f5b4eae4 https://share.transistor.fm/s/47fc0de5 In this month's investment view, we provide an overview of recent market and fund performance and recap what we are trying to achieve with the fund - investing in companies that can grow their cash flows through time, reinvest in themselves to generate further returns and pay a growing dividend to shareholders.

---

Please note, these views represent the opinions of the Evenlode team as of 28th May 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> In this month's investment view, we provide an overview of recent market and fund performance and recap what we are trying to achieve with the fund - investing in companies that can grow their cash flows through time, reinvest in themselves to generate further returns and pay a growing dividend to shareholders.

---

Please note, these views represent the opinions of the Evenlode team as of 28th May 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Sat, 01 Jun 2024 07:30:00 +0100 Evenlode Investment Evenlode Investment 465 In this month's investment view, we provide an overview of recent market and fund performance and recap what we are trying to achieve with the fund - investing in companies that can grow their cash flows through time, reinvest in themselves to generate further returns and pay a growing dividend to shareholders.

---

Please note, these views represent the opinions of the Evenlode team as of 28th May 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Pieces of Good Businesses - Evenlode Investment View 91 91 Pieces of Good Businesses - Evenlode Investment View full 1e57b973-dde6-422b-9771-980831992f6e https://share.transistor.fm/s/cae0858e In this month's investment view, we discuss the portfolio's performance in the context of the 'risk on' rally in the wider market, and provide further company insights following the conclusion of the Q1 reporting season.

---

Please note, these views represent the opinions of the Evenlode team as of 3rd May 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> In this month's investment view, we discuss the portfolio's performance in the context of the 'risk on' rally in the wider market, and provide further company insights following the conclusion of the Q1 reporting season.

---

Please note, these views represent the opinions of the Evenlode team as of 3rd May 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Fri, 17 May 2024 07:15:00 +0100 Evenlode Investment Evenlode Investment 786 In this month's investment view, we discuss the portfolio's performance in the context of the 'risk on' rally in the wider market, and provide further company insights following the conclusion of the Q1 reporting season.

---

Please note, these views represent the opinions of the Evenlode team as of 3rd May 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Following the Value - Evenlode Investment View 90 90 Following the Value - Evenlode Investment View full 00a2613c-48ec-4a9a-89f9-16c616f6b156 https://share.transistor.fm/s/0e902396 In this month's investment view, following the end of the Q1 reporting season, we detail some of our holdings and, outlining our valuation model, explain their positioning in the portfolio.

---

Please note, these views represent the opinions of the Evenlode team as of 29th April 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> In this month's investment view, following the end of the Q1 reporting season, we detail some of our holdings and, outlining our valuation model, explain their positioning in the portfolio.

---

Please note, these views represent the opinions of the Evenlode team as of 29th April 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Fri, 03 May 2024 07:15:00 +0100 Evenlode Investment Evenlode Investment 531 In this month's investment view, following the end of the Q1 reporting season, we detail some of our holdings and, outlining our valuation model, explain their positioning in the portfolio.

---

Please note, these views represent the opinions of the Evenlode team as of 29th April 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No First Quarter Results 2024 - Evenlode Global Investment View 89 89 First Quarter Results 2024 - Evenlode Global Investment View full 56df80cd-f658-41af-b9df-9c2ca9685e85 https://share.transistor.fm/s/d296fc30 Equity markets began 2024 with a continuation of the strong up-trend which kicked off in late October 2023 when US economic data and policymakers began signaling that US rates had probably plateaued, setting up a cutting cycle in 2024.

---

Please note, these views represent the opinions of the Evenlode team as of 22nd April 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Equity markets began 2024 with a continuation of the strong up-trend which kicked off in late October 2023 when US economic data and policymakers began signaling that US rates had probably plateaued, setting up a cutting cycle in 2024.

---

Please note, these views represent the opinions of the Evenlode team as of 22nd April 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Wed, 01 May 2024 07:10:00 +0100 Evenlode Investment Evenlode Investment 420 Equity markets began 2024 with a continuation of the strong up-trend which kicked off in late October 2023 when US economic data and policymakers began signaling that US rates had probably plateaued, setting up a cutting cycle in 2024.

---

Please note, these views represent the opinions of the Evenlode team as of 22nd April 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Company Specifics - Evenlode Investment View 88 88 Company Specifics - Evenlode Investment View full 5a26796e-3781-4b00-9ce2-5543f10b1653 https://share.transistor.fm/s/8ccb5b77 In this month's investment view, we review the recent quarterly performance of the portfolio and discuss four companies that have recently reported to give some more colour on operational trends.

---

Please note, these views represent the opinions of the Evenlode team as of 4th April 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> In this month's investment view, we review the recent quarterly performance of the portfolio and discuss four companies that have recently reported to give some more colour on operational trends.

---

Please note, these views represent the opinions of the Evenlode team as of 4th April 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Tue, 09 Apr 2024 09:53:40 +0100 Evenlode Investment Evenlode Investment 797 In this month's investment view, we review the recent quarterly performance of the portfolio and discuss four companies that have recently reported to give some more colour on operational trends.

---

Please note, these views represent the opinions of the Evenlode team as of 4th April 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Dinner Conversations - Evenlode Global Investment View 87 87 Dinner Conversations - Evenlode Global Investment View full 93c3db14-3f4e-43d2-b924-13c7dcb00231 https://share.transistor.fm/s/957f01f3 In this month's investment view, following on from some strong returns on the global stock markets, we discuss some of the holdings we have in the portfolio which have benefitted from these strong returns, and others where returns have been more muted.

---

Please note, these views represent the opinions of the Evenlode team as of 28th March 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> In this month's investment view, following on from some strong returns on the global stock markets, we discuss some of the holdings we have in the portfolio which have benefitted from these strong returns, and others where returns have been more muted.

---

Please note, these views represent the opinions of the Evenlode team as of 28th March 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Wed, 03 Apr 2024 07:37:00 +0100 Evenlode Investment Evenlode Investment 521 In this month's investment view, following on from some strong returns on the global stock markets, we discuss some of the holdings we have in the portfolio which have benefitted from these strong returns, and others where returns have been more muted.

---

Please note, these views represent the opinions of the Evenlode team as of 28th March 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Themes From Results - Evenlode Investment View 86 86 Themes From Results - Evenlode Investment View full fbb3f6bf-a8ae-4300-9ce0-e9884423fd91 https://share.transistor.fm/s/e0534070 In this month's investment view, we discuss some key themes emerging from the recent Q4 results season, and more generally from the current investment environment.

---

Please note, these views represent the opinions of the Evenlode team as of 8th March 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> In this month's investment view, we discuss some key themes emerging from the recent Q4 results season, and more generally from the current investment environment.

---

Please note, these views represent the opinions of the Evenlode team as of 8th March 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Sun, 17 Mar 2024 06:14:55 +0000 Evenlode Investment Evenlode Investment 912 In this month's investment view, we discuss some key themes emerging from the recent Q4 results season, and more generally from the current investment environment.

---

Please note, these views represent the opinions of the Evenlode team as of 8th March 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Steady as She Goes - Evenlode Global Investment View 85 85 Steady as She Goes - Evenlode Global Investment View full e4c0a4c5-0ffa-4d7d-a1e4-7e3d47a3aea0 https://share.transistor.fm/s/c37ea8cf In this month's investment view, with just over half of the portfolio having reported results for 2023, Ben provides an overview of the recent results season, while Rob examines the disparity of results across different areas of the global economy and emerging economic themes.

---

Please note, these views represent the opinions of the Evenlode team as of 28th February 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> In this month's investment view, with just over half of the portfolio having reported results for 2023, Ben provides an overview of the recent results season, while Rob examines the disparity of results across different areas of the global economy and emerging economic themes.

---

Please note, these views represent the opinions of the Evenlode team as of 28th February 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Sun, 10 Mar 2024 05:15:40 +0000 Evenlode Investment Evenlode Investment 669 In this month's investment view, with just over half of the portfolio having reported results for 2023, Ben provides an overview of the recent results season, while Rob examines the disparity of results across different areas of the global economy and emerging economic themes.

---

Please note, these views represent the opinions of the Evenlode team as of 28th February 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Conference Season - Evenlode Global Investment View 84 84 Conference Season - Evenlode Global Investment View full a9c32fe2-8e64-4bf5-9312-cbd2977109e3 https://share.transistor.fm/s/7edbc7d0 In this month's investment view, Rob Strachan, Investment Analyst on the Global Income team, highlights some of the discussions that he had with brokers and researchers in the most recent conference season in December.

---

Please note, these views represent the opinions of the Evenlode team as of 23rd January 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> In this month's investment view, Rob Strachan, Investment Analyst on the Global Income team, highlights some of the discussions that he had with brokers and researchers in the most recent conference season in December.

---

Please note, these views represent the opinions of the Evenlode team as of 23rd January 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Wed, 24 Jan 2024 14:55:18 +0000 Evenlode Investment Evenlode Investment 555 In this month's investment view, Rob Strachan, Investment Analyst on the Global Income team, highlights some of the discussions that he had with brokers and researchers in the most recent conference season in December.

---

Please note, these views represent the opinions of the Evenlode team as of 23rd January 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No 2023 Review and Outlook for 2024 - Evenlode Investment View 83 83 2023 Review and Outlook for 2024 - Evenlode Investment View full ce348574-90a0-4779-9159-a54fc8aafa15 https://share.transistor.fm/s/0ca507f8 In this month's investment view, we will discuss the year just passed, and share some thoughts on the outlook for the year ahead.

Economic and geopolitical risks were never far from the headlines in 2023, but most global stock markets ended up posting positive returns for the year, helped by a strong rally in the last two months.

---

Please note, these views represent the opinions of the Evenlode team as of 15th January 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> In this month's investment view, we will discuss the year just passed, and share some thoughts on the outlook for the year ahead.

Economic and geopolitical risks were never far from the headlines in 2023, but most global stock markets ended up posting positive returns for the year, helped by a strong rally in the last two months.

---

Please note, these views represent the opinions of the Evenlode team as of 15th January 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Mon, 22 Jan 2024 11:04:12 +0000 Evenlode Investment Evenlode Investment 940 In this month's investment view, we will discuss the year just passed, and share some thoughts on the outlook for the year ahead.

Economic and geopolitical risks were never far from the headlines in 2023, but most global stock markets ended up posting positive returns for the year, helped by a strong rally in the last two months.

---

Please note, these views represent the opinions of the Evenlode team as of 15th January 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Winter Reading - Evenlode Investment View 82 82 Winter Reading - Evenlode Investment View full eb888c44-3c41-443f-8c12-b7d082a04d93 https://share.transistor.fm/s/31756b96 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 2023, most, but not all, of which have been published in the last couple of years.

Some of these texts are not obvious light-reading for Boxing Day, but we hope you will find something engaging on the list!

---

Please note, these views represent the opinions of the Evenlode team as of 18th December 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> 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 2023, most, but not all, of which have been published in the last couple of years.

Some of these texts are not obvious light-reading for Boxing Day, but we hope you will find something engaging on the list!

---

Please note, these views represent the opinions of the Evenlode team as of 18th December 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Thu, 21 Dec 2023 15:46:39 +0000 Evenlode Investment Evenlode Investment 1536 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 2023, most, but not all, of which have been published in the last couple of years.

Some of these texts are not obvious light-reading for Boxing Day, but we hope you will find something engaging on the list!

---

Please note, these views represent the opinions of the Evenlode team as of 18th December 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Portfolio changes, and a reflection on 2023 - Evenlode Global Investment View 81 81 Portfolio changes, and a reflection on 2023 - Evenlode Global Investment View full 66ba2646-1df9-4243-82cc-c39acb60e81c https://share.transistor.fm/s/420ea6fa We end the year with a little activity in the Evenlode Global Income portfolio, having sold out of two positions and buying two others in their place through November and the early part of December.

As we’ll see these are not like-for-like swaps in terms of industry, but in the context of overall portfolio positioning they add some diversification and valuation appeal.

At the end we’ll take a quick look back at the year as we enter the holiday season.

---

Please note, these views represent the opinions of the Evenlode team as of 18th December 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> We end the year with a little activity in the Evenlode Global Income portfolio, having sold out of two positions and buying two others in their place through November and the early part of December.

As we’ll see these are not like-for-like swaps in terms of industry, but in the context of overall portfolio positioning they add some diversification and valuation appeal.

At the end we’ll take a quick look back at the year as we enter the holiday season.

---

Please note, these views represent the opinions of the Evenlode team as of 18th December 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Wed, 20 Dec 2023 10:31:54 +0000 Evenlode Investment Evenlode Investment 710 We end the year with a little activity in the Evenlode Global Income portfolio, having sold out of two positions and buying two others in their place through November and the early part of December.

As we’ll see these are not like-for-like swaps in terms of industry, but in the context of overall portfolio positioning they add some diversification and valuation appeal.

At the end we’ll take a quick look back at the year as we enter the holiday season.

---

Please note, these views represent the opinions of the Evenlode team as of 18th December 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Latest Field Notes - Evenlode Investment View 80 80 Latest Field Notes - Evenlode Investment View full ae7f6fbd-db0f-47b6-95e6-5640c4e05a36 https://share.transistor.fm/s/4004cd2f In this month's investment view, as we move towards the holiday season, we provide a little colour on several themes and businesses from across the portfolio.

---

Please note, these views represent the opinions of the Evenlode team as of 8th December 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> In this month's investment view, as we move towards the holiday season, we provide a little colour on several themes and businesses from across the portfolio.

---

Please note, these views represent the opinions of the Evenlode team as of 8th December 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Wed, 13 Dec 2023 15:21:59 +0000 Evenlode Investment Evenlode Investment 756 In this month's investment view, as we move towards the holiday season, we provide a little colour on several themes and businesses from across the portfolio.

---

Please note, these views represent the opinions of the Evenlode team as of 8th December 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No The Economic Cycle vs The Next Big Thing - Evenlode Global Investment View 79 79 The Economic Cycle vs The Next Big Thing - Evenlode Global Investment View full cb1be3bd-c317-4f98-964b-a08680d93230 https://share.transistor.fm/s/0655610f In this month's investment view, we continue on the theme of third quarter results and discuss what’s going on right now and in the near future for the companies we invest in, and what people are guessing at for the longer term for these businesses.

---

Please note, these views represent the opinions of the Evenlode team as of 21st November 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> In this month's investment view, we continue on the theme of third quarter results and discuss what’s going on right now and in the near future for the companies we invest in, and what people are guessing at for the longer term for these businesses.

---

Please note, these views represent the opinions of the Evenlode team as of 21st November 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Wed, 29 Nov 2023 10:39:54 +0000 Evenlode Investment Evenlode Investment 767 In this month's investment view, we continue on the theme of third quarter results and discuss what’s going on right now and in the near future for the companies we invest in, and what people are guessing at for the longer term for these businesses.

---

Please note, these views represent the opinions of the Evenlode team as of 21st November 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Third Quarter Results - Evenlode Global Investment View 78 78 Third Quarter Results - Evenlode Global Investment View full d674e65d-2512-4ed5-a734-cdcbc6596ad3 https://share.transistor.fm/s/4ea8901f In this month's investment view, we will delve into a selection of the third quarter results and explore the wider trends that have driven the fund's robust performance.

---

Please note, these views represent the opinions of the Evenlode team as of 20th November 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> In this month's investment view, we will delve into a selection of the third quarter results and explore the wider trends that have driven the fund's robust performance.

---

Please note, these views represent the opinions of the Evenlode team as of 20th November 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Mon, 27 Nov 2023 11:55:40 +0000 Evenlode Investment Evenlode Investment 567 In this month's investment view, we will delve into a selection of the third quarter results and explore the wider trends that have driven the fund's robust performance.

---

Please note, these views represent the opinions of the Evenlode team as of 20th November 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Quality Compounding Value - Evenlode Investment View 77 77 Quality Compounding Value - Evenlode Investment View full 89613281-65c4-4eee-b113-1a7e7729b771 https://share.transistor.fm/s/6bb57788 In this month's investment view we discuss two portfolio companies that we mentioned briefly last month. They give a flavour of the valuation and compounding opportunities we see in self-funding, market-leading businesses across a variety of sectors.

---

Please note, these views represent the opinions of the Evenlode team as of 1st November 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> In this month's investment view we discuss two portfolio companies that we mentioned briefly last month. They give a flavour of the valuation and compounding opportunities we see in self-funding, market-leading businesses across a variety of sectors.

---

Please note, these views represent the opinions of the Evenlode team as of 1st November 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Mon, 06 Nov 2023 12:01:57 +0000 Evenlode Investment Evenlode Investment 485 In this month's investment view we discuss two portfolio companies that we mentioned briefly last month. They give a flavour of the valuation and compounding opportunities we see in self-funding, market-leading businesses across a variety of sectors.

---

Please note, these views represent the opinions of the Evenlode team as of 1st November 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No The Big Picture - Evenlode Global Investment View 76 76 The Big Picture - Evenlode Global Investment View full f0c6fbb1-9ae4-4a4d-b793-2980bb29e007 https://share.transistor.fm/s/d2efc1ed In this month's investment view we provide an initial thematic update as companies start to report on latest revenue figures.

---

Please note, these views represent the opinions of the Evenlode team as of 25th October 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> In this month's investment view we provide an initial thematic update as companies start to report on latest revenue figures.

---

Please note, these views represent the opinions of the Evenlode team as of 25th October 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Tue, 31 Oct 2023 08:11:06 +0000 Evenlode Investment Evenlode Investment 512 In this month's investment view we provide an initial thematic update as companies start to report on latest revenue figures.

---

Please note, these views represent the opinions of the Evenlode team as of 25th October 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No 'Old Normal' Vibes - Evenlode Investment View 75 75 'Old Normal' Vibes - Evenlode Investment View full 2ed745fd-2592-4e7d-a59a-76dbeaae7a88 https://share.transistor.fm/s/eae9aa81 In this month's investment view we discuss how inflation and interest rates are affecting the global economy and the Evenlode Income portfolio.

---

Please note, these views represent the opinions of the Evenlode team as of 3rd October 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> In this month's investment view we discuss how inflation and interest rates are affecting the global economy and the Evenlode Income portfolio.

---

Please note, these views represent the opinions of the Evenlode team as of 3rd October 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Tue, 10 Oct 2023 13:46:39 +0100 Evenlode Investment Evenlode Investment 610 In this month's investment view we discuss how inflation and interest rates are affecting the global economy and the Evenlode Income portfolio.

---

Please note, these views represent the opinions of the Evenlode team as of 3rd October 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No New(ish) Holdings - Evenlode Global Investment View 74 74 New(ish) Holdings - Evenlode Global Investment View full ffa092a5-7afd-4aa2-8b9d-37fbc088d716 https://share.transistor.fm/s/a64fec4e In this month's investment view, we discuss why a relatively new holding, Diageo, exemplifies both the uncertainties and opportunities that we see developing in the markets.

---

Please note, these views represent the opinions of the Evenlode team as of 29th September 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> In this month's investment view, we discuss why a relatively new holding, Diageo, exemplifies both the uncertainties and opportunities that we see developing in the markets.

---

Please note, these views represent the opinions of the Evenlode team as of 29th September 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Tue, 03 Oct 2023 09:34:38 +0100 Evenlode Investment Evenlode Investment 266 In this month's investment view, we discuss why a relatively new holding, Diageo, exemplifies both the uncertainties and opportunities that we see developing in the markets.

---

Please note, these views represent the opinions of the Evenlode team as of 29th September 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Thoughts Following Results Season - Evenlode Global Investment View 73 73 Thoughts Following Results Season - Evenlode Global Investment View full 4bd9e222-cc74-4944-9557-e6bf0721b005 https://share.transistor.fm/s/ce4e4db8 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.

---

Please note, these views represent the opinions of the Evenlode team as of 30th August 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> 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.

---

Please note, these views represent the opinions of the Evenlode team as of 30th August 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Tue, 05 Sep 2023 12:16:06 +0100 Evenlode Investment Evenlode Investment 470 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.

---

Please note, these views represent the opinions of the Evenlode team as of 30th August 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Summer Reading - Evenlode Investment View 72 72 Summer Reading - Evenlode Investment View full e2ced301-5168-4e5e-8f6a-ddee3104efe2 https://share.transistor.fm/s/2487ce85 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.

---

Please note, these views represent the opinions of the Evenlode team as of 1st August 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> 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.

---

Please note, these views represent the opinions of the Evenlode team as of 1st August 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Tue, 22 Aug 2023 07:00:00 +0100 Evenlode Investment Evenlode Investment 1622 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.

---

Please note, these views represent the opinions of the Evenlode team as of 1st August 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No The Well Invested Grow Stronger - Evenlode Investment View 71 71 The Well Invested Grow Stronger - Evenlode Investment View full aa0af99e-1625-4676-8c73-b16eabe7bced https://share.transistor.fm/s/550fe907 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.

---

Please note, these views represent the opinions of the Evenlode team as of 1st August 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> 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.

---

Please note, these views represent the opinions of the Evenlode team as of 1st August 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Sun, 06 Aug 2023 03:41:32 +0100 Evenlode Investment Evenlode Investment 445 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.

---

Please note, these views represent the opinions of the Evenlode team as of 1st August 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No The Health Care Option - Evenlode Global Investment View 70 70 The Health Care Option - Evenlode Global Investment View full b4ee6d75-1cf5-4e72-8b32-ea0ae087ff13 https://share.transistor.fm/s/d7ef2e9a 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.

---

Please note, these views represent the opinions of the Evenlode team as of 27th July 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> 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.

---

Please note, these views represent the opinions of the Evenlode team as of 27th July 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Fri, 04 Aug 2023 07:10:00 +0100 Evenlode Investment Evenlode Investment 870 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.

---

Please note, these views represent the opinions of the Evenlode team as of 27th July 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Two Corporate Themes - Evenlode Investment View 69 69 Two Corporate Themes - Evenlode Investment View full 274246f5-b35f-452a-94e0-8cf3d24c7f3f https://share.transistor.fm/s/94f0d160 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.

---

Please note, these views represent the opinions of the Evenlode team as of 1st July 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> 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.

---

Please note, these views represent the opinions of the Evenlode team as of 1st July 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Wed, 12 Jul 2023 13:50:42 +0100 Evenlode Investment Evenlode Investment 457 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.

---

Please note, these views represent the opinions of the Evenlode team as of 1st July 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Insights and Observations - Evenlode Investment View 68 68 Insights and Observations - Evenlode Investment View full 3b4d8256-612c-4dd9-8065-53da36e23de8 https://share.transistor.fm/s/4bdf8067 Insights and Observations from the C-suite and implications for the Evenlode Global Equity Fund

The summer conference season has begun. During the next few months, management teams will take to the road to share their strategy and explain current performance.

We recently attended the Bernstein Strategic Decisions Conference I New York, which hosted over 140 executives from leading US companies across a wide range of industries.

This provided us with an opportunity to deepen our knowledge of our coverage companies and to discover potential new ideas. The conference also provided insight into management teams’ thoughts on a number of key wider themes.

---

Please note, these views represent the opinions of the Evenlode team as of 28th June 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Insights and Observations from the C-suite and implications for the Evenlode Global Equity Fund

The summer conference season has begun. During the next few months, management teams will take to the road to share their strategy and explain current performance.

We recently attended the Bernstein Strategic Decisions Conference I New York, which hosted over 140 executives from leading US companies across a wide range of industries.

This provided us with an opportunity to deepen our knowledge of our coverage companies and to discover potential new ideas. The conference also provided insight into management teams’ thoughts on a number of key wider themes.

---

Please note, these views represent the opinions of the Evenlode team as of 28th June 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Wed, 05 Jul 2023 11:00:00 +0100 Evenlode Investment Evenlode Investment 386 Insights and Observations from the C-suite and implications for the Evenlode Global Equity Fund

The summer conference season has begun. During the next few months, management teams will take to the road to share their strategy and explain current performance.

We recently attended the Bernstein Strategic Decisions Conference I New York, which hosted over 140 executives from leading US companies across a wide range of industries.

This provided us with an opportunity to deepen our knowledge of our coverage companies and to discover potential new ideas. The conference also provided insight into management teams’ thoughts on a number of key wider themes.

---

Please note, these views represent the opinions of the Evenlode team as of 28th June 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Business Development - Evenlode Global Investment View 67 67 Business Development - Evenlode Global Investment View full 94477696-1426-4a61-b5bb-09551468a378 https://share.transistor.fm/s/588d0be8 We are halfway through 2023 and some of the economic questions that arose in 2022 are still being grappled with.

Inflation, monetary response in the form of rising interest rates, and the effects on demand continue to be discussed at length, with some businesses also still seeing the effects of demand distortions from the covid pandemic.

---

Please note, these views represent the opinions of the Evenlode team as of 28th June 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> We are halfway through 2023 and some of the economic questions that arose in 2022 are still being grappled with.

Inflation, monetary response in the form of rising interest rates, and the effects on demand continue to be discussed at length, with some businesses also still seeing the effects of demand distortions from the covid pandemic.

---

Please note, these views represent the opinions of the Evenlode team as of 28th June 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Tue, 04 Jul 2023 12:35:45 +0100 Evenlode Investment Evenlode Investment 575 We are halfway through 2023 and some of the economic questions that arose in 2022 are still being grappled with.

Inflation, monetary response in the form of rising interest rates, and the effects on demand continue to be discussed at length, with some businesses also still seeing the effects of demand distortions from the covid pandemic.

---

Please note, these views represent the opinions of the Evenlode team as of 28th June 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No How to Compound a Business - Evenlode Investment View 66 66 How to Compound a Business - Evenlode Investment View full 8033f796-f853-4165-a863-8734a7bbd155 https://share.transistor.fm/s/24f07575 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.

---

Please note, these views represent the opinions of the Evenlode team as of 1st June 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> 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.

---

Please note, these views represent the opinions of the Evenlode team as of 1st June 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Sat, 10 Jun 2023 10:39:00 +0100 Evenlode Investment Evenlode Investment 812 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.

---

Please note, these views represent the opinions of the Evenlode team as of 1st June 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No The Investment Environment - Evenlode Global Investment View 65 65 The Investment Environment - Evenlode Global Investment View full 6ac106f5-e210-4491-a06d-9347a1e3dafd https://share.transistor.fm/s/54e3d2a1 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.

---

Please note, these views represent the opinions of the Evenlode team as of 26th May 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> 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.

---

Please note, these views represent the opinions of the Evenlode team as of 26th May 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Fri, 09 Jun 2023 10:36:23 +0100 Evenlode Investment Evenlode Investment 646 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.

---

Please note, these views represent the opinions of the Evenlode team as of 26th May 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Through-Cycle Risk Management - Evenlode Investment View 64 64 Through-Cycle Risk Management - Evenlode Investment View full 5dd6b194-5795-43ae-8b71-0b615cfef01a https://share.transistor.fm/s/f309ee0d In this month's investment view we provide an overview of the first quarter results season and ongoing supply chain dynamics.

---

Please note, these views represent the opinions of the Evenlode team as of 2nd May 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> In this month's investment view we provide an overview of the first quarter results season and ongoing supply chain dynamics.

---

Please note, these views represent the opinions of the Evenlode team as of 2nd May 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Sat, 13 May 2023 10:05:00 +0100 Evenlode Investment Evenlode Investment 617 In this month's investment view we provide an overview of the first quarter results season and ongoing supply chain dynamics.

---

Please note, these views represent the opinions of the Evenlode team as of 2nd May 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Painting The Whole Picture - Evenlode Global Investment View 63 63 Painting The Whole Picture - Evenlode Global Investment View full f3b0d53d-f36b-4c69-af93-aa29c2ba4a8c https://share.transistor.fm/s/ac750006 In this month's investment view we have selected three businesses from the portfolio where we see positive long-term prospects, but where there are current challenges.

---

Please note, these views represent the opinions of the Evenlode team as of 24th April 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> In this month's investment view we have selected three businesses from the portfolio where we see positive long-term prospects, but where there are current challenges.

---

Please note, these views represent the opinions of the Evenlode team as of 24th April 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Fri, 12 May 2023 12:59:06 +0100 Evenlode Investment Evenlode Investment 811 In this month's investment view we have selected three businesses from the portfolio where we see positive long-term prospects, but where there are current challenges.

---

Please note, these views represent the opinions of the Evenlode team as of 24th April 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Results Round-up - Evenlode Investment View 62 62 Results Round-up - Evenlode Investment View full 9363b76c-1ee2-45af-b15b-6f15db5fa6a7 https://share.transistor.fm/s/04ea0c4b In this month's investment view we focus on the full year results season and provide detail from companies within several of the portfolio's key sectors.

---

Please note, these views represent the opinions of the Evenlode team as of 31st March 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> In this month's investment view we focus on the full year results season and provide detail from companies within several of the portfolio's key sectors.

---

Please note, these views represent the opinions of the Evenlode team as of 31st March 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Thu, 06 Apr 2023 08:39:00 +0100 Evenlode Investment Evenlode Investment 720 In this month's investment view we focus on the full year results season and provide detail from companies within several of the portfolio's key sectors.

---

Please note, these views represent the opinions of the Evenlode team as of 31st March 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Consumer goods (or, some of the notes we do play) - Evenlode Global Investment View 61 61 Consumer goods (or, some of the notes we do play) - Evenlode Global Investment View full df18e732-1b7c-4f54-8656-2ea08d1ef6ea https://share.transistor.fm/s/a615b067 When we penned our review of 2022, we noted that much of the significant market action had been in sectors that we don’t have direct exposure to.

The energy sector was the clear standout performer of the year, benefiting from high prices following Russia’s invasion of Ukraine. The finance sector also rose as interest rates increased from nothing to something. The absence of these sectors from the portfolio that we select on behalf of our clients is a deliberate choice.

The Evenlode approach requires certain business characteristics, most notably high returns on capital and consistent free cash generation. Energy firms and banks are each, in their own way, capital intensive businesses and do not naturally fit with our investment style.

---

Please note, these views represent the opinions of the Evenlode team as of 29th March 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> When we penned our review of 2022, we noted that much of the significant market action had been in sectors that we don’t have direct exposure to.

The energy sector was the clear standout performer of the year, benefiting from high prices following Russia’s invasion of Ukraine. The finance sector also rose as interest rates increased from nothing to something. The absence of these sectors from the portfolio that we select on behalf of our clients is a deliberate choice.

The Evenlode approach requires certain business characteristics, most notably high returns on capital and consistent free cash generation. Energy firms and banks are each, in their own way, capital intensive businesses and do not naturally fit with our investment style.

---

Please note, these views represent the opinions of the Evenlode team as of 29th March 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Wed, 05 Apr 2023 08:46:00 +0100 Evenlode Investment Evenlode Investment 730 When we penned our review of 2022, we noted that much of the significant market action had been in sectors that we don’t have direct exposure to.

The energy sector was the clear standout performer of the year, benefiting from high prices following Russia’s invasion of Ukraine. The finance sector also rose as interest rates increased from nothing to something. The absence of these sectors from the portfolio that we select on behalf of our clients is a deliberate choice.

The Evenlode approach requires certain business characteristics, most notably high returns on capital and consistent free cash generation. Energy firms and banks are each, in their own way, capital intensive businesses and do not naturally fit with our investment style.

---

Please note, these views represent the opinions of the Evenlode team as of 29th March 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Banks - Evenlode Global Investment View 60 60 Banks - Evenlode Global Investment View full 6096352f-f6f0-4e4d-b221-b424330cd60a https://share.transistor.fm/s/f1e4aa52 Regular readers will no doubt be surprised to see us weighing in on the banking crisis, given Evenlode’s exclusive focus on companies with high and persistent unlevered return on investment capital.

This has always precluded bank ownership by our strategies, but given the materiality of the situation, we felt it important that we help our clients understand our thinking and the relevance of the events to our portfolio and our investment philosophy.

---

Please note, these views represent the opinions of the Evenlode team as of 27th March 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Regular readers will no doubt be surprised to see us weighing in on the banking crisis, given Evenlode’s exclusive focus on companies with high and persistent unlevered return on investment capital.

This has always precluded bank ownership by our strategies, but given the materiality of the situation, we felt it important that we help our clients understand our thinking and the relevance of the events to our portfolio and our investment philosophy.

---

Please note, these views represent the opinions of the Evenlode team as of 27th March 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Tue, 04 Apr 2023 08:01:43 +0100 Evenlode Investment Evenlode Investment 656 Regular readers will no doubt be surprised to see us weighing in on the banking crisis, given Evenlode’s exclusive focus on companies with high and persistent unlevered return on investment capital.

This has always precluded bank ownership by our strategies, but given the materiality of the situation, we felt it important that we help our clients understand our thinking and the relevance of the events to our portfolio and our investment philosophy.

---

Please note, these views represent the opinions of the Evenlode team as of 27th March 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Steady Compounding - Evenlode Investment View 59 59 Steady Compounding - Evenlode Investment View full 0281ded8-ccf9-4591-bdf6-3829f5179b44 https://share.transistor.fm/s/09ff30f4 In this month's investment view we provide an overview of the latest reporting results for the portfolio and three examples of Evenlode companies that have been quietly investing through the recent period of uncertainty.

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Please note, these views represent the opinions of the Evenlode team as of 28th February 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> In this month's investment view we provide an overview of the latest reporting results for the portfolio and three examples of Evenlode companies that have been quietly investing through the recent period of uncertainty.

---

Please note, these views represent the opinions of the Evenlode team as of 28th February 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Mon, 06 Mar 2023 10:20:56 +0000 Evenlode Investment Evenlode Investment 565 In this month's investment view we provide an overview of the latest reporting results for the portfolio and three examples of Evenlode companies that have been quietly investing through the recent period of uncertainty.

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Please note, these views represent the opinions of the Evenlode team as of 28th February 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Investment Through Thick and Thin - Evenlode Global Investment View 58 58 Investment Through Thick and Thin - Evenlode Global Investment View full 17bf00ed-ee8d-452b-aa39-70507d3abb4a https://share.transistor.fm/s/f3c2a4c9 In this month's investment view we provide an overview of the latest company updates and hear where businesses are putting their investment focus.

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Please note, these views represent the opinions of the Evenlode team as of 22nd February 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> In this month's investment view we provide an overview of the latest company updates and hear where businesses are putting their investment focus.

---

Please note, these views represent the opinions of the Evenlode team as of 22nd February 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Thu, 02 Mar 2023 07:46:58 +0000 Evenlode Investment Evenlode Investment 519 In this month's investment view we provide an overview of the latest company updates and hear where businesses are putting their investment focus.

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Please note, these views represent the opinions of the Evenlode team as of 22nd February 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Scene Setting - Evenlode Global Investment View 57 57 Scene Setting - Evenlode Global Investment View full dc99194c-4ef8-4ff6-8f68-d93b3536514d https://share.transistor.fm/s/ff6dd2db In this month's investment view, we give careful consideration to the economic factors of the global equity market downturn of last year and the real-world concerns of inflation, economic growth and business model sustainability.

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Please note, these views represent the opinions of the Evenlode team as of 19th January 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> In this month's investment view, we give careful consideration to the economic factors of the global equity market downturn of last year and the real-world concerns of inflation, economic growth and business model sustainability.

---

Please note, these views represent the opinions of the Evenlode team as of 19th January 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Tue, 24 Jan 2023 11:23:00 +0000 Evenlode Investment Evenlode Investment 498 In this month's investment view, we give careful consideration to the economic factors of the global equity market downturn of last year and the real-world concerns of inflation, economic growth and business model sustainability. In this month's investment view, we give careful consideration to the economic factors of the global equity market downturn of last year and the real-world concerns of inflation, economic growth and business model sustainability. Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Review and Outlook - Evenlode Investment View 56 56 Review and Outlook - Evenlode Investment View full 9c78f898-281c-40dd-b567-07bd343e021e https://share.transistor.fm/s/511d85e5 In this month's investment view we will discuss the year just passed, and share some thoughts on the outlook for the year ahead.

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Please note, these views represent the opinions of the Evenlode team as of 17th January 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> In this month's investment view we will discuss the year just passed, and share some thoughts on the outlook for the year ahead.

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Please note, these views represent the opinions of the Evenlode team as of 17th January 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Tue, 24 Jan 2023 09:32:19 +0000 Evenlode Investment Evenlode Investment 719 In this month's investment view we will discuss the year just passed, and share some thoughts on the outlook for the year ahead. In this month's investment view we will discuss the year just passed, and share some thoughts on the outlook for the year ahead. Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No 2022 Review - Checking the score - Evenlode Global Investment View 55 55 2022 Review - Checking the score - Evenlode Global Investment View full 0d0850a8-03f5-427d-a760-5e063784f964 https://share.transistor.fm/s/e483b18b After an upbeat 2021 in equity markets, few could have foreseen what was to follow in 2022.  The invasion of Ukraine, rampant inflation, and rates controversy drove headlines and increased market volatility.

In this investment view we look back at Evenlode Global Equity’s highlights and consider what lessons we can learn from the past year.

Please note this article makes references to certain charts and tables. To view these charts and tables please visit evenlodeinvestment.com/news

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Please note, these views represent the opinions of the Evenlode team as of 8th January 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> After an upbeat 2021 in equity markets, few could have foreseen what was to follow in 2022.  The invasion of Ukraine, rampant inflation, and rates controversy drove headlines and increased market volatility.

In this investment view we look back at Evenlode Global Equity’s highlights and consider what lessons we can learn from the past year.

Please note this article makes references to certain charts and tables. To view these charts and tables please visit evenlodeinvestment.com/news

---

Please note, these views represent the opinions of the Evenlode team as of 8th January 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Fri, 20 Jan 2023 10:37:04 +0000 Evenlode Investment Evenlode Investment 683 After an upbeat 2021 in equity markets, few could have foreseen what was to follow in 2022. The invasion of Ukraine, rampant inflation, and rates controversy drove headlines and increased market volatility. In this investment view we look back at Evenlode Global Equity’s highlights and consider what lessons we can learn from the past year. After an upbeat 2021 in equity markets, few could have foreseen what was to follow in 2022. The invasion of Ukraine, rampant inflation, and rates controversy drove headlines and increased market volatility. In this investment view we look back at Evenlo Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Five-year hits and misses - Evenlode Global Investment View 54 54 Five-year hits and misses - Evenlode Global Investment View full aaff1596-b8d3-48ff-a83f-ef2d96cdb7a9 https://share.transistor.fm/s/541c8ad9 In this month's investment view, as Evenlode Global Income reaches its five-year anniversary, we provide a critical assessment of the portfolio's performance and pick out some of the high- and low-lights.

Please note this article makes references to certain charts and tables. To view these charts and tables please visit evenlodeinvestment.com/news

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Please note, these views represent the opinions of the Evenlode team as of 14th December 2022 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> In this month's investment view, as Evenlode Global Income reaches its five-year anniversary, we provide a critical assessment of the portfolio's performance and pick out some of the high- and low-lights.

Please note this article makes references to certain charts and tables. To view these charts and tables please visit evenlodeinvestment.com/news

---

Please note, these views represent the opinions of the Evenlode team as of 14th December 2022 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Fri, 23 Dec 2022 08:51:00 +0000 Evenlode Investment Evenlode Investment 928 In this month's investment view, as Evenlode Global Income reaches its five-year anniversary, we provide a critical assessment of the portfolio's performance and pick out some of the high- and low-lights. In this month's investment view, as Evenlode Global Income reaches its five-year anniversary, we provide a critical assessment of the portfolio's performance and pick out some of the high- and low-lights. Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Winter Reading - Evenlode Investment View 53 53 Winter Reading - Evenlode Investment View full a874b195-4687-4b65-8323-dd00da68ea1c https://share.transistor.fm/s/132529f3 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 2022.

These texts are not obvious light-reading material for Boxing Day, but we hope you will find something engaging on the list!

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Please note, these views represent the opinions of the Evenlode team as of 16th December 2022 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> 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 2022.

These texts are not obvious light-reading material for Boxing Day, but we hope you will find something engaging on the list!

---

Please note, these views represent the opinions of the Evenlode team as of 16th December 2022 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Thu, 22 Dec 2022 08:47:27 +0000 Evenlode Investment Evenlode Investment 1547 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 2022. These texts are not obvious light-reading material for Boxing Day, but we hope you will find something engaging on the list! 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 2022. These texts are not obvious light-reading material for Boxing Day, but we hope you will find someth Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Results and Silver Linings - Evenlode Investment View 52 52 Results and Silver Linings - Evenlode Investment View full c1e74182-506e-453e-b9fe-1d861fc0c036 https://share.transistor.fm/s/1f9a26d5 In this month's investment view we discuss four Evenlode Income holdings, all of which released full-year or interim results during November.

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Please note, these views represent the opinions of the Evenlode team as of 1st December 2022 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> In this month's investment view we discuss four Evenlode Income holdings, all of which released full-year or interim results during November.

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Please note, these views represent the opinions of the Evenlode team as of 1st December 2022 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Wed, 07 Dec 2022 09:36:26 +0000 Evenlode Investment Evenlode Investment 702 In this month's investment view we discuss four Evenlode Income holdings, all of which released full-year or interim results during November. In this month's investment view we discuss four Evenlode Income holdings, all of which released full-year or interim results during November. Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Results Part 2 - Evenlode Global Investment View 51 51 Results Part 2 - Evenlode Global Investment View full d32e0686-1a73-4a57-9917-3a67a2f44a41 https://share.transistor.fm/s/a0d176ab As of the time of writing, 90% of the Global Income portfolio has reported in the latest round, and the average revenue growth has been 7% year-on-year. Results season gives us a snapshot of the global economy from the perspective of its engine, companies.

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Please note, these views represent the opinions of the Evenlode team as of November 2022 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> As of the time of writing, 90% of the Global Income portfolio has reported in the latest round, and the average revenue growth has been 7% year-on-year. Results season gives us a snapshot of the global economy from the perspective of its engine, companies.

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Please note, these views represent the opinions of the Evenlode team as of November 2022 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Mon, 05 Dec 2022 13:39:24 +0000 Evenlode Investment Evenlode Investment 500 As of the time of writing, 90% of the Global Income portfolio has reported in the latest round, and the average revenue growth has been 7% year-on-year. Results season gives us a snapshot of the global economy from the perspective of its engine, companies. As of the time of writing, 90% of the Global Income portfolio has reported in the latest round, and the average revenue growth has been 7% year-on-year. Results season gives us a snapshot of the global economy from the perspective of its engine, companies Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Marathon not a Sprint - Evenlode Investment View 50 50 Marathon not a Sprint - Evenlode Investment View full 0eaabf9a-9c49-4984-81f0-c0e8987b26d7 https://share.transistor.fm/s/58cb27fe In this month's investment view we discuss recent results from the portfolio, and our thoughts on the current economic and stock market backdrop.

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Please note, these views represent the opinions of the Evenlode team as of October 2022 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> In this month's investment view we discuss recent results from the portfolio, and our thoughts on the current economic and stock market backdrop.

---

Please note, these views represent the opinions of the Evenlode team as of October 2022 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Fri, 04 Nov 2022 10:13:06 +0000 Evenlode Investment Evenlode Investment 544 In this month's investment view we discuss recent results from the portfolio, and our thoughts on the current economic and stock market backdrop. In this month's investment view we discuss recent results from the portfolio, and our thoughts on the current economic and stock market backdrop. Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Results Part 1 - Evenlode Global Investment View 49 49 Results Part 1 - Evenlode Global Investment View full d9f129fe-9986-41b5-bb1f-09ed04dc4b9d https://share.transistor.fm/s/61a4816d These are increasingly challenging economic times and companies must continue to work hard to navigate the various economic and operational tides that sometimes act in opposing directions.

The volatility in the equity market this year reflects the uncertainties created; equities naturally bounce around in value in response to changing corporate fortunes, but there have been some particularly large swings this year.

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Please note, these views represent the opinions of the Evenlode team as of October 2022 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> These are increasingly challenging economic times and companies must continue to work hard to navigate the various economic and operational tides that sometimes act in opposing directions.

The volatility in the equity market this year reflects the uncertainties created; equities naturally bounce around in value in response to changing corporate fortunes, but there have been some particularly large swings this year.

---

Please note, these views represent the opinions of the Evenlode team as of October 2022 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Tue, 01 Nov 2022 07:53:58 +0000 Evenlode Investment Evenlode Investment 277 These are increasingly challenging economic times and companies must continue to work hard to navigate the various economic and operational tides that sometimes act in opposing directions. These are increasingly challenging economic times and companies must continue to work hard to navigate the various economic and operational tides that sometimes act in opposing directions. Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Currency Economy Company - Evenlode Global Investment View 48 48 Currency Economy Company - Evenlode Global Investment View full ce09898d-1ad4-451c-ad10-620c356db80e https://share.transistor.fm/s/84e6b81d The year so far has been remarkable in many ways.

As sterling-based investors it feels particularly so, as the pound has tumbled in recent days following the new Chancellor’s ‘fiscal statement’ on 23 September.

The announcement encouraged financial markets from bonds to currencies to equities to make a statement in return which was not entirely complimentary.

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Please note, these views represent the opinions of the Evenlode team as of September 2022 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> The year so far has been remarkable in many ways.

As sterling-based investors it feels particularly so, as the pound has tumbled in recent days following the new Chancellor’s ‘fiscal statement’ on 23 September.

The announcement encouraged financial markets from bonds to currencies to equities to make a statement in return which was not entirely complimentary.

---

Please note, these views represent the opinions of the Evenlode team as of September 2022 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Sat, 15 Oct 2022 08:42:49 +0100 Evenlode Investment Evenlode Investment 563 The year so far has been remarkable in many ways. As sterling-based investors it feels particularly so, as the pound has tumbled in recent days following the new Chancellor’s ‘fiscal statement’ on 23 September. The announcement encouraged financial markets from bonds to currencies to equities to make a statement in return which was not entirely complimentary. The year so far has been remarkable in many ways. As sterling-based investors it feels particularly so, as the pound has tumbled in recent days following the new Chancellor’s ‘fiscal statement’ on 23 September. The announcement encouraged financial market Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Insulation and Opportunity - Evenlode Investment View 47 47 Insulation and Opportunity - Evenlode Investment View full 540a156f-e117-4b9a-9123-9617e98e3939 https://share.transistor.fm/s/09aca1e6 In this month's investment view we discuss how the portfolio has some reassuring characteristics to cope with recent difficult times.

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Please note, these views represent the opinions of the Evenlode team as of September 2022 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> In this month's investment view we discuss how the portfolio has some reassuring characteristics to cope with recent difficult times.

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Please note, these views represent the opinions of the Evenlode team as of September 2022 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Wed, 05 Oct 2022 10:11:32 +0100 Evenlode Investment Evenlode Investment 590 In this month's investment view we discuss how the portfolio has some reassuring characteristics to cope with recent difficult times. In this month's investment view we discuss how the portfolio has some reassuring characteristics to cope with recent difficult times. Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Summer Reading - Evenlode Investment View 46 46 Summer Reading - Evenlode Investment View full 307f46e8-a9ad-4545-a151-26e6c9475e80 https://share.transistor.fm/s/addb07d1 This month, as it is summer holiday season, members of the Evenlode investment team have compiled a selection of books that we have read and found interesting over the first half of 2022.

Most, but not all, are recent. I’m not sure all of these texts are obvious light-reading material for the beach, but we hope you will find something of interest!

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Please note, these views represent the opinions of the Evenlode team as of August 2022 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> This month, as it is summer holiday season, members of the Evenlode investment team have compiled a selection of books that we have read and found interesting over the first half of 2022.

Most, but not all, are recent. I’m not sure all of these texts are obvious light-reading material for the beach, but we hope you will find something of interest!

---

Please note, these views represent the opinions of the Evenlode team as of August 2022 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Wed, 07 Sep 2022 07:30:00 +0100 Evenlode Investment Evenlode Investment 1362 This month, as it is summer holiday season, members of the Evenlode investment team have compiled a selection of books that we have read and found interesting over the first half of 2022. This month, as it is summer holiday season, members of the Evenlode investment team have compiled a selection of books that we have read and found interesting over the first half of 2022. Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Notes from the East Coast - Evenlode Global Investment View 45 45 Notes from the East Coast - Evenlode Global Investment View full 9fc60973-0592-4e96-808b-0d9db720beb9 https://share.transistor.fm/s/2dc174d3 After months of mounting Zoom fatigue and Teams torment, the Evenlode team was delighted to (finally) be able to hit the road again at the end of May.

Six of our analysts and fund managers met with management and investor relations teams from 48 companies on the East Coast of the US, traversing nine states in ten days.

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Please note, these views represent the opinions of the Evenlode team as of July 2022 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> After months of mounting Zoom fatigue and Teams torment, the Evenlode team was delighted to (finally) be able to hit the road again at the end of May.

Six of our analysts and fund managers met with management and investor relations teams from 48 companies on the East Coast of the US, traversing nine states in ten days.

---

Please note, these views represent the opinions of the Evenlode team as of July 2022 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Thu, 18 Aug 2022 08:00:00 +0100 Evenlode Investment Evenlode Investment 831 After months of mounting Zoom fatigue and Teams torment, the Evenlode team was delighted to (finally) be able to hit the road again at the end of May. Six of our analysts and fund managers met with management and investor relations teams from 48 companies on the East Coast of the US, traversing nine states in ten days. After months of mounting Zoom fatigue and Teams torment, the Evenlode team was delighted to (finally) be able to hit the road again at the end of May. Six of our analysts and fund managers met with management and investor relations teams from 48 companies Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No New Holdings - Evenlode Investment View 44 44 New Holdings - Evenlode Investment View full e22ee7e1-1b96-4fc3-8b21-c6245cdb1f28 https://share.transistor.fm/s/e42bd805 In this month’s investment view we summarise second quarter/first half results and provide an overview of the four new holdings we added in June.

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Please note, these views represent the opinions of the Evenlode team as of July 2022 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> In this month’s investment view we summarise second quarter/first half results and provide an overview of the four new holdings we added in June.

---

Please note, these views represent the opinions of the Evenlode team as of July 2022 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Tue, 16 Aug 2022 07:30:00 +0100 Evenlode Investment Evenlode Investment 606 In this month’s investment view we summarise second quarter/first half results and provide an overview of the four new holdings we added in June. In this month’s investment view we summarise second quarter/first half results and provide an overview of the four new holdings we added in June. Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No A Broadening Opportunity Set - Evenlode Investment View 43 43 A Broadening Opportunity Set - Evenlode Investment View full afdae8cb-961b-4851-a235-bf29708d6065 https://share.transistor.fm/s/7084c2f7 In this month's investment view we discuss how, despite the ongoing issues in global political and financial environments, we are seeing a significant broadening out of the investment opportunity set.

Please note this article mentions certain charts. To view these charts please visit -
evenlodeinvestment.com/news/a-broadening-opportunity-set

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Please note, these views represent the opinions of the Evenlode team as of June 2022 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> In this month's investment view we discuss how, despite the ongoing issues in global political and financial environments, we are seeing a significant broadening out of the investment opportunity set.

Please note this article mentions certain charts. To view these charts please visit -
evenlodeinvestment.com/news/a-broadening-opportunity-set

---

Please note, these views represent the opinions of the Evenlode team as of June 2022 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Wed, 13 Jul 2022 09:35:51 +0100 Evenlode Investment Evenlode Investment 562 In this month's investment view we discuss how, despite the ongoing issues in global political and financial environments, we are seeing a significant broadening out of the investment opportunity set. In this month's investment view we discuss how, despite the ongoing issues in global political and financial environments, we are seeing a significant broadening out of the investment opportunity set. Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Market Swings - Evenlode Global Investment View 42 42 Market Swings - Evenlode Global Investment View full cfefb156-df57-41f5-9274-660e970a0577 https://share.transistor.fm/s/4075be5a The Evenlode team have recently been on a research trip to the US, and we will be sharing an investment view on some of the findings in the near future. Analysing companies is where we are most comfortable, and the trip provided an update and insight across a range of industries.

Given market activity in June we thought we would write a short summary of the situation and our view, before sharing some of the findings from our company-specific research.

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Please note, these views represent the opinions of the Evenlode team as of June 2022 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> The Evenlode team have recently been on a research trip to the US, and we will be sharing an investment view on some of the findings in the near future. Analysing companies is where we are most comfortable, and the trip provided an update and insight across a range of industries.

Given market activity in June we thought we would write a short summary of the situation and our view, before sharing some of the findings from our company-specific research.

---

Please note, these views represent the opinions of the Evenlode team as of June 2022 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Wed, 29 Jun 2022 09:35:47 +0100 Evenlode Investment Evenlode Investment 424 The Evenlode team have recently been on a research trip to the US, and we will be sharing an investment view on some of the findings in the near future. Analysing companies is where we are most comfortable, and the trip provided an update and insight across a range of industries. The Evenlode team have recently been on a research trip to the US, and we will be sharing an investment view on some of the findings in the near future. Analysing companies is where we are most comfortable, and the trip provided an update and insight acro Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Quietly Getting On With It - Evenlode Investment View 41 41 Quietly Getting On With It - Evenlode Investment View full 4ea1b575-4896-4d25-81dc-2fb77c6bb699 https://share.transistor.fm/s/5be5a8dc In this month's investment view we discuss the ongoing challenges the market is facing, but provide a positive perspective for longer-term investors.

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Please note, these views represent the opinions of the Evenlode team as of 31st May 2022 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> In this month's investment view we discuss the ongoing challenges the market is facing, but provide a positive perspective for longer-term investors.

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Please note, these views represent the opinions of the Evenlode team as of 31st May 2022 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Tue, 07 Jun 2022 13:53:02 +0100 Evenlode Investment Evenlode Investment 606 In this month's investment view we discuss the ongoing challenges the market is facing, but provide a positive perspective for longer-term investors. In this month's investment view we discuss the ongoing challenges the market is facing, but provide a positive perspective for longer-term investors. Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Supply Constraints - Evenlode Global Investment View 40 40 Supply Constraints - Evenlode Global Investment View full cc1338c1-c6b2-438c-b8bb-ee3b3eec597c https://share.transistor.fm/s/5a8b91a8 Last month we discussed the challenges that global companies are seeing in managing their cost bases in the face of input cost inflation.

These and other worries have hit equity markets, with stocks declining in part due to diminished expectations of profitability.

US retailers have been a particular focus, with the share prices of Target and Walmart falling sharply as they reported weaker than expected margins.

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Please note, these views represent the opinions of the Evenlode team as of May 2022 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Last month we discussed the challenges that global companies are seeing in managing their cost bases in the face of input cost inflation.

These and other worries have hit equity markets, with stocks declining in part due to diminished expectations of profitability.

US retailers have been a particular focus, with the share prices of Target and Walmart falling sharply as they reported weaker than expected margins.

---

Please note, these views represent the opinions of the Evenlode team as of May 2022 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Tue, 31 May 2022 08:40:00 +0100 Evenlode Investment Evenlode Investment 383 Last month we discussed the challenges that global companies are seeing in managing their cost bases in the face of input cost inflation. These and other worries have hit equity markets, with stocks declining in part due to diminished expectations of profitability. Last month we discussed the challenges that global companies are seeing in managing their cost bases in the face of input cost inflation. These and other worries have hit equity markets, with stocks declining in part due to diminished expectations of prof Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No First Quarter Results - Evenlode Investment View 39 39 First Quarter Results - Evenlode Investment View full 247608be-05ac-483f-989a-d3aa23f00d63 https://share.transistor.fm/s/8e845ed7 In this month's investment view we discuss the current macro-economic and geopolitical factors and how they have impacted the first quarter's results.

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Please note, these views represent the opinions of the Evenlode team as of 30th April 2022 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> In this month's investment view we discuss the current macro-economic and geopolitical factors and how they have impacted the first quarter's results.

---

Please note, these views represent the opinions of the Evenlode team as of 30th April 2022 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Mon, 09 May 2022 12:32:03 +0100 Evenlode Investment Evenlode Investment 424 In this month's investment view we discuss the current macro-economic and geopolitical factors and how they have impacted the first quarter's results. In this month's investment view we discuss the current macro-economic and geopolitical factors and how they have impacted the first quarter's results. Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Global Demand - Evenlode Global Investment View 38 38 Global Demand - Evenlode Global Investment View full 947497fc-c061-4c6c-b593-e77fd2ab276f https://share.transistor.fm/s/8969fec2 As market volatility continues in global equity markets, this month we summarise how Q1 2022 results have fared for the consumer goods and healthcare sectors.

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Please note, these views represent the opinions of the Evenlode team as of April 2022 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> As market volatility continues in global equity markets, this month we summarise how Q1 2022 results have fared for the consumer goods and healthcare sectors.

---

Please note, these views represent the opinions of the Evenlode team as of April 2022 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Thu, 05 May 2022 10:08:07 +0100 Evenlode Investment Evenlode Investment 390 As market volatility continues in global equity markets, this month we summarise how Q1 2022 results have fared for the consumer goods and healthcare sectors. As market volatility continues in global equity markets, this month we summarise how Q1 2022 results have fared for the consumer goods and healthcare sectors. Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Inflation and Long Term Investing - Evenlode Investment View 37 37 Inflation and Long Term Investing - Evenlode Investment View full 73ae183a-9b56-483a-b1e7-80952e56b16f https://share.transistor.fm/s/8866942b In this month’s investment view we discuss recent input cost inflation dynamics, and several fundamental factors that are helpful for companies in a more inflationary environment.

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Please note, these views represent the opinions of the Evenlode team as of March 2022 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> In this month’s investment view we discuss recent input cost inflation dynamics, and several fundamental factors that are helpful for companies in a more inflationary environment.

---

Please note, these views represent the opinions of the Evenlode team as of March 2022 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Tue, 05 Apr 2022 12:10:14 +0100 Evenlode Investment Evenlode Investment 612 In this month’s investment view we discuss recent input cost inflation dynamics, and several fundamental factors that are helpful for companies in a more inflationary environment. In this month’s investment view we discuss recent input cost inflation dynamics, and several fundamental factors that are helpful for companies in a more inflationary environment. Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No March 2022 - Evenlode Global Investment View 36 36 March 2022 - Evenlode Global Investment View full 3ea2faf8-7266-45e0-9d78-600bd6b5387d https://share.transistor.fm/s/60d4c147 The war in Ukraine continues to dominate the news agenda and has driven volatility in commodity and equity markets.

Large intraday price swings have become routine as traders digest the latest developments in the conflict, the impact of sanctions in Russia, and the effects of reduced supply of energy, industrial and soft commodities.

Table and charts mentioned in this episode can be found here.

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Please note, these views represent the opinions of the Evenlode team as of March 2022 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> The war in Ukraine continues to dominate the news agenda and has driven volatility in commodity and equity markets.

Large intraday price swings have become routine as traders digest the latest developments in the conflict, the impact of sanctions in Russia, and the effects of reduced supply of energy, industrial and soft commodities.

Table and charts mentioned in this episode can be found here.

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Please note, these views represent the opinions of the Evenlode team as of March 2022 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Thu, 24 Mar 2022 12:15:08 +0000 Evenlode Investment Evenlode Investment 560 The war in Ukraine continues to dominate the news agenda and has driven volatility in commodity and equity markets. Large intraday price swings have become routine as traders digest the latest developments in the conflict, the impact of sanctions in Russia, and the effects of reduced supply of energy, industrial and soft commodities. The war in Ukraine continues to dominate the news agenda and has driven volatility in commodity and equity markets. Large intraday price swings have become routine as traders digest the latest developments in the conflict, the impact of sanctions in Russ Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Corporate Performance - Evenlode Global Investment View 35 35 Corporate Performance - Evenlode Global Investment View full 43024d7c-5a2b-4d93-9815-dd71f8ed8f25 https://share.transistor.fm/s/dc20115d The outbreak of war in Ukraine is unwelcome and shocking. We hope for a rapid end to hostilities. In this investment view we also examine corporate performance.

Table and charts mentioned in this episode can be found here.

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Please note, these views represent the opinions of the Evenlode team as of February 2022 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> The outbreak of war in Ukraine is unwelcome and shocking. We hope for a rapid end to hostilities. In this investment view we also examine corporate performance.

Table and charts mentioned in this episode can be found here.

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Please note, these views represent the opinions of the Evenlode team as of February 2022 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Fri, 04 Mar 2022 10:44:07 +0000 Evenlode Investment Evenlode Investment 566 The outbreak of war in Ukraine is unwelcome and shocking. We hope for a rapid end to hostilities. In this investment view we also examine corporate performance. The outbreak of war in Ukraine is unwelcome and shocking. We hope for a rapid end to hostilities. In this investment view we also examine corporate performance. Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Field Notes - Evenlode Investment View 34 34 Field Notes - Evenlode Investment View full 3146f58d-2619-4550-b931-bfd90fc92d82 https://share.transistor.fm/s/c11fbaa2 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.

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Please note, these views represent the opinions of the Evenlode team as of February 2022 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> 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.

---

Please note, these views represent the opinions of the Evenlode team as of February 2022 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Fri, 04 Mar 2022 10:41:37 +0000 Evenlode Investment Evenlode Investment 720 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. 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. Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No 2021 Review and Outlook for 2022 - Evenlode Global Investment View 33 33 2021 Review and Outlook for 2022 - Evenlode Global Investment View full 49b0fc20-5625-4a62-afed-86bd8af05802 https://share.transistor.fm/s/17c7a9ed Since launching the Evenlode Global Equity fund in July 2020, we have operated in remarkable economic conditions.

The global pandemic increased financial market volatility, with recurrent bouts of uncertainty sparked by new virus variants and potential public health responses.

In the equity markets, 2021 will be remembered for a market resurgence led by technology stocks as the global digital transition was accelerated by COVID’s persistence.

In this investment view, we review the fund’s performance over the past year, recent portfolio changes, and the valuation environment for 2022.

Table and charts mentioned in this episode can be found here.

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Please note, these views represent the opinions of the Evenlode team as of January 2022 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Since launching the Evenlode Global Equity fund in July 2020, we have operated in remarkable economic conditions.

The global pandemic increased financial market volatility, with recurrent bouts of uncertainty sparked by new virus variants and potential public health responses.

In the equity markets, 2021 will be remembered for a market resurgence led by technology stocks as the global digital transition was accelerated by COVID’s persistence.

In this investment view, we review the fund’s performance over the past year, recent portfolio changes, and the valuation environment for 2022.

Table and charts mentioned in this episode can be found here.

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Please note, these views represent the opinions of the Evenlode team as of January 2022 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Fri, 28 Jan 2022 08:45:46 +0000 Evenlode Investment Evenlode Investment 619 In this investment view, we review the fund’s performance over the past year, recent portfolio changes, and the valuation environment 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. Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Review and Outlook - Evenlode Investment View 32 32 Review and Outlook - Evenlode Investment View full bcdd99bc-cf15-45c8-860b-50892b32d849 https://share.transistor.fm/s/10258aa0 We will, as usual, use this January investment view to discuss the year just passed and share some thoughts on the outlook for the year ahead.


During 2021, trends within the UK stock market were quite choppy but, when all was said and done, vaccination programmes progressed at a rapid rate, the world started to live with the pandemic, the global economy recovered, investor sentiment was positive, and returns were strong.

Evenlode Income rose +17.7%, compared to a +18.3% rise for the FTSE All-Share Index and +17.3% for the IA UK All Companies Sector.

Table and charts mentioned in this episode can be found here.

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Please note, these views represent the opinions of the Evenlode team as of January 2022 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> We will, as usual, use this January investment view to discuss the year just passed and share some thoughts on the outlook for the year ahead.


During 2021, trends within the UK stock market were quite choppy but, when all was said and done, vaccination programmes progressed at a rapid rate, the world started to live with the pandemic, the global economy recovered, investor sentiment was positive, and returns were strong.

Evenlode Income rose +17.7%, compared to a +18.3% rise for the FTSE All-Share Index and +17.3% for the IA UK All Companies Sector.

Table and charts mentioned in this episode can be found here.

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Please note, these views represent the opinions of the Evenlode team as of January 2022 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Tue, 25 Jan 2022 14:30:08 +0000 Evenlode Investment Evenlode Investment 776 We will, as usual, use this January investment view to discuss the year just passed and share some thoughts on the outlook for the year ahead. We will, as usual, use this January investment view to discuss the year just passed and share some thoughts on the outlook for the year ahead. Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Winter Reading - Evenlode Investment View 31 31 Winter Reading - Evenlode Investment View full 9c4d448c-04a5-4cbe-bb89-df42c9cf549e https://share.transistor.fm/s/cd15a0cd In my November investment view, I discussed recent developments within the Evenlode Income portfolio and our optimism on long-term prospects given the combination of quality and future return potential that we see in the fund’s underlying holdings. 

In January, I will review 2021 in full and discuss the outlook for 2022.

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, most of which have been published in the last year or two. 

I’m not sure all these texts are obvious light-reading material for Boxing Day, but we hope you will find something engaging on the list!

I would like to thank all our co-investors for their interest and support this year, and wish you an enjoyable, peaceful Christmas on behalf of the Evenlode team.

A list of all the books mentioned can be be found at https://evenlodeinvestment.com/news/winter-reading

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Please note, these views represent the opinions of the Evenlode team as of December 2021 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> In my November investment view, I discussed recent developments within the Evenlode Income portfolio and our optimism on long-term prospects given the combination of quality and future return potential that we see in the fund’s underlying holdings. 

In January, I will review 2021 in full and discuss the outlook for 2022.

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, most of which have been published in the last year or two. 

I’m not sure all these texts are obvious light-reading material for Boxing Day, but we hope you will find something engaging on the list!

I would like to thank all our co-investors for their interest and support this year, and wish you an enjoyable, peaceful Christmas on behalf of the Evenlode team.

A list of all the books mentioned can be be found at https://evenlodeinvestment.com/news/winter-reading

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Please note, these views represent the opinions of the Evenlode team as of December 2021 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Mon, 27 Dec 2021 09:48:18 +0000 Evenlode Investment Evenlode Investment 1009 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, most of which have been published in the last year or two. I’m not sure all these texts are obvious light-reading material for Boxing Day, but we hope you will find something engaging on the list! 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, most of which have been published in the last year or two. I’m not sure all these texts are obviou Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Hidden Champions - Evenlode Investment View 30 30 Hidden Champions - Evenlode Investment View full c34bc5d3-64d9-4240-8665-71165ecea85e https://share.transistor.fm/s/c2d4d5ca Up until the last week of November, Mr Market’s mood was quite positive thanks to the continuing global economic recovery.

However, sentiment in global stock markets took a turn for the worse at the end of November, as the new Omicron Covid variant emerged in South Africa. As I write, the FTSE All-Share has returned +12.9% so far in 2021 and the Evenlode Income fund has returned +13.8%. 

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Please note, these views represent the opinions of the Evenlode team as of 26th November 2021 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Up until the last week of November, Mr Market’s mood was quite positive thanks to the continuing global economic recovery.

However, sentiment in global stock markets took a turn for the worse at the end of November, as the new Omicron Covid variant emerged in South Africa. As I write, the FTSE All-Share has returned +12.9% so far in 2021 and the Evenlode Income fund has returned +13.8%. 

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Please note, these views represent the opinions of the Evenlode team as of 26th November 2021 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Tue, 07 Dec 2021 09:29:52 +0000 Evenlode Investment Evenlode Investment 497 Up until the last week of November, Mr Market’s mood was quite positive thanks to the continuing global economic recovery. However, sentiment in global stock markets took a turn for the worse at the end of November, as the new Omicron Covid variant emerged in South Africa. As I write, the FTSE All-Share has returned +12.9% so far in 2021 and the Evenlode Income fund has returned +13.8%. Up until the last week of November, Mr Market’s mood was quite positive thanks to the continuing global economic recovery. However, sentiment in global stock markets took a turn for the worse at the end of November, as the new Omicron Covid variant emerge Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Key Sectors - Evenlode Global Investment View 29 29 Key Sectors - Evenlode Global Investment View full ae14ff13-6878-4ba8-8e2d-14f468a0a9f6 https://share.transistor.fm/s/2400a3bd As the nights are drawing in and a turbulent 2021 approaches a close, we naturally consider what has come to pass, and what the future might hold. The latter is difficult at the best of times, but we at least can reflect on recent history.

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Please note, these views represent the opinions of the Evenlode team as of November 2021 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> As the nights are drawing in and a turbulent 2021 approaches a close, we naturally consider what has come to pass, and what the future might hold. The latter is difficult at the best of times, but we at least can reflect on recent history.

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Please note, these views represent the opinions of the Evenlode team as of November 2021 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Sat, 27 Nov 2021 08:39:13 +0000 Evenlode Investment Evenlode Investment 600 As the nights are drawing in and a turbulent 2021 approaches a close, we naturally consider what has come to pass, and what the future might hold. The latter is difficult at the best of times, but we at least can reflect on recent history. As the nights are drawing in and a turbulent 2021 approaches a close, we naturally consider what has come to pass, and what the future might hold. The latter is difficult at the best of times, but we at least can reflect on recent history. Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Third Quarter Results and Upcoming Fourth Anniversary - Evenlode Global Investment View 28 28 Third Quarter Results and Upcoming Fourth Anniversary - Evenlode Global Investment View full 013722af-24dd-4214-bb00-085dea87c976 https://share.transistor.fm/s/b3541d8d Last month we found ourselves balancing short-term news-flow with long-term reflections. The third quarter reporting season has begun in earnest, giving investors a window into companies’ post-pandemic plans and ambitions.

At the same time, we are rapidly approaching the fourth anniversary of Evenlode Global Income. When we launched the fund in late November 2017, we could not have imagined the macro events that were to follow.

As the economic recovery from the pandemic continues, we would like to sincerely thank all those who have invested alongside us over a truly remarkable period and look forward to (hopefully) a smoother next four years!

---

Please note, these views represent the opinions of the Evenlode team as of November 2021 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Last month we found ourselves balancing short-term news-flow with long-term reflections. The third quarter reporting season has begun in earnest, giving investors a window into companies’ post-pandemic plans and ambitions.

At the same time, we are rapidly approaching the fourth anniversary of Evenlode Global Income. When we launched the fund in late November 2017, we could not have imagined the macro events that were to follow.

As the economic recovery from the pandemic continues, we would like to sincerely thank all those who have invested alongside us over a truly remarkable period and look forward to (hopefully) a smoother next four years!

---

Please note, these views represent the opinions of the Evenlode team as of November 2021 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Thu, 25 Nov 2021 08:55:45 +0000 Evenlode Investment Evenlode Investment 515 The third quarter reporting season has begun in earnest, giving investors a window into companies’ post-pandemic plans and ambitions. At the same time, we are rapidly approaching the fourth anniversary of Evenlode Global Income. When we launched the fund in late November 2017, we could not have imagined the macro events that were to follow. The third quarter reporting season has begun in earnest, giving investors a window into companies’ post-pandemic plans and ambitions. At the same time, we are rapidly approaching the fourth anniversary of Evenlode Global Income. When we launched the fu Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Consumer Brands - Evenlode Investment View 27 27 Consumer Brands - Evenlode Investment View full 5c061f11-84e4-46a1-8e87-d8fa12ceea27 https://share.transistor.fm/s/2ac7f64a This month we would like to briefly discuss Evenlode Income’s consumer branded goods holdings, and why we feel they are good investments for the long term.

These companies have seen their share prices lag the broader market in 2021: partly because they have been deemed too boring for Mr Market so far this year, with investors more interested in other sectors with a higher gearing to both the recent economic recovery and rising commodity prices.

The share prices of these companies have also lagged because investors have worried about the impact of rising input costs on near-term profitability.

---

Please note, these views represent the opinions of the Evenlode team as of 26th October 2021 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> This month we would like to briefly discuss Evenlode Income’s consumer branded goods holdings, and why we feel they are good investments for the long term.

These companies have seen their share prices lag the broader market in 2021: partly because they have been deemed too boring for Mr Market so far this year, with investors more interested in other sectors with a higher gearing to both the recent economic recovery and rising commodity prices.

The share prices of these companies have also lagged because investors have worried about the impact of rising input costs on near-term profitability.

---

Please note, these views represent the opinions of the Evenlode team as of 26th October 2021 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Tue, 02 Nov 2021 09:42:41 +0000 Evenlode Investment Evenlode Investment 707 This month we would like to briefly discuss Evenlode Income’s consumer branded goods holdings, and why we feel they are good investments for the long term. This month we would like to briefly discuss Evenlode Income’s consumer branded goods holdings, and why we feel they are good investments for the long term. Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Values - Redux - Evenlode Global Investment View 26 26 Values - Redux - Evenlode Global Investment View full 1e8a7587-aa88-4051-93ef-9ed59ca9e71e https://share.transistor.fm/s/e1db6444 Back in May we wrote about the valuation environment in global equities, with markets having risen significantly from pre-pandemic levels.

As we sit four months on the MSCI World index has risen further by 8.4% in sterling terms, and 4.6% in dollar terms, the pound having weakened a little over that time. So the question of equity valuations has not gone away, and the shape of the question is similar.

---

Please note, these views represent the opinions of the Evenlode team as of 28th September 2021 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Back in May we wrote about the valuation environment in global equities, with markets having risen significantly from pre-pandemic levels.

As we sit four months on the MSCI World index has risen further by 8.4% in sterling terms, and 4.6% in dollar terms, the pound having weakened a little over that time. So the question of equity valuations has not gone away, and the shape of the question is similar.

---

Please note, these views represent the opinions of the Evenlode team as of 28th September 2021 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Tue, 05 Oct 2021 11:11:35 +0100 Evenlode Investment Evenlode Investment 541 Back in May we wrote about the valuation environment in global equities, with markets having risen significantly from pre-pandemic levels. Back in May we wrote about the valuation environment in global equities, with markets having risen significantly from pre-pandemic levels. Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No The Business of Investing - Evenlode Investment View 25 25 The Business of Investing - Evenlode Investment View full 3a05000b-d841-4ed5-8b55-72e97ed0c5a9 https://share.transistor.fm/s/45b8538f Global stock markets have weakened a little in September. The Covid situation is improving on the whole, with case rates stabilising or falling in many regions.

A few clouds have gathered though, complicating the economic picture: China’s slowdown and property market woes continue; global fiscal policy is tightening as furlough schemes begin to tail off; central banks are beginning to hint at tightening monetary policy over coming months; oil and gas prices have risen; and Covid-related supply chain disruptions continue.

---

Please note, these views represent the opinions of the Evenlode team as of 28th September 2021 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Global stock markets have weakened a little in September. The Covid situation is improving on the whole, with case rates stabilising or falling in many regions.

A few clouds have gathered though, complicating the economic picture: China’s slowdown and property market woes continue; global fiscal policy is tightening as furlough schemes begin to tail off; central banks are beginning to hint at tightening monetary policy over coming months; oil and gas prices have risen; and Covid-related supply chain disruptions continue.

---

Please note, these views represent the opinions of the Evenlode team as of 28th September 2021 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Mon, 04 Oct 2021 13:16:32 +0100 Evenlode Investment Evenlode Investment 631 Global stock markets have weakened a little in September. The Covid situation is improving on the whole, with case rates stabilising or falling in many regions. Global stock markets have weakened a little in September. The Covid situation is improving on the whole, with case rates stabilising or falling in many regions. Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Summer Reading - Evenlode Investment View 24 24 Summer Reading - Evenlode Investment View full 053c9506-f617-4159-8fc0-6789c67971f6 https://share.transistor.fm/s/0ef652a7 As it is the summer holiday season, members of the Evenlode investment team have compiled a selection of books that we have read and found interesting over the first half of 2021.

Many of the books included are business biographies, or cover technology or history of some kind. Most (but not all) are recent. And I’m not sure all of these texts are obvious light-reading material for the beach!

But we hope you’ll find something of interest.

---

Please note, these views represent the opinions of the Evenlode team as of August 2021 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> As it is the summer holiday season, members of the Evenlode investment team have compiled a selection of books that we have read and found interesting over the first half of 2021.

Many of the books included are business biographies, or cover technology or history of some kind. Most (but not all) are recent. And I’m not sure all of these texts are obvious light-reading material for the beach!

But we hope you’ll find something of interest.

---

Please note, these views represent the opinions of the Evenlode team as of August 2021 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Sat, 21 Aug 2021 10:49:46 +0100 Evenlode Investment Evenlode Investment 1283 As it is the summer holiday season, members of the Evenlode investment team have compiled a selection of books that we have read and found interesting over the first half of 2021. As it is the summer holiday season, members of the Evenlode investment team have compiled a selection of books that we have read and found interesting over the first half of 2021. Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Consumer Trends - Part 2: Alcohol - Evenlode Global Investment View 23 23 Consumer Trends - Part 2: Alcohol - Evenlode Global Investment View full 6faee55d-58d1-4f7c-aa26-09e933a54cdd https://share.transistor.fm/s/859ecf1c Last month in our investment view we examined the move towards plant-based diets and how consumer goods companies are responding to the growing market opportunity.

In this investment view we examine how consumer and societal attitudes are evolving to the most ubiquitous social lubricant, alcohol.

---

Please note, these views represent the opinions of the Evenlode team as of July 2021 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Last month in our investment view we examined the move towards plant-based diets and how consumer goods companies are responding to the growing market opportunity.

In this investment view we examine how consumer and societal attitudes are evolving to the most ubiquitous social lubricant, alcohol.

---

Please note, these views represent the opinions of the Evenlode team as of July 2021 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Mon, 09 Aug 2021 08:00:00 +0100 Evenlode Investment Evenlode Investment 596 Last month in our investment view we examined the move towards plant-based diets and how consumer goods companies are responding to the growing market opportunity. In this investment view we examine how consumer and societal attitudes are evolving to the most ubiquitous social lubricant, alcohol. Last month in our investment view we examined the move towards plant-based diets and how consumer goods companies are responding to the growing market opportunity. In this investment view we examine how consumer and societal attitudes are evolving to the Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Themes from Results - Evenlode Investment View 22 22 Themes from Results - Evenlode Investment View full 50ef07bc-e2ec-482e-984b-29f4003bf2a1 https://share.transistor.fm/s/5801e7f0 During July, the UK stock market has been range-bound with investors contemplating a mixed backdrop.

The coronavirus situation continues to improve in many regions, with vaccination programmes progressing well.

Disruption from the virus, however, has by no means ended: global case rates are high and rising in certain regions (the US, South East Asia etc.) and some restrictions have been re-imposed over recent weeks.

Listen to this episode to find out how some of the companies in the portfolio are managing in this current environment.

---

Please note, these views represent the opinions of the Evenlode team as of July 2021 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> During July, the UK stock market has been range-bound with investors contemplating a mixed backdrop.

The coronavirus situation continues to improve in many regions, with vaccination programmes progressing well.

Disruption from the virus, however, has by no means ended: global case rates are high and rising in certain regions (the US, South East Asia etc.) and some restrictions have been re-imposed over recent weeks.

Listen to this episode to find out how some of the companies in the portfolio are managing in this current environment.

---

Please note, these views represent the opinions of the Evenlode team as of July 2021 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Sun, 08 Aug 2021 07:00:00 +0100 Evenlode Investment Evenlode Investment 821 During July, the UK stock market has been range-bound with investors contemplating a mixed backdrop. The coronavirus situation continues to improve in many regions, with vaccination programmes progressing well. During July, the UK stock market has been range-bound with investors contemplating a mixed backdrop. The coronavirus situation continues to improve in many regions, with vaccination programmes progressing well. Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Unfashionable Resilience - Evenlode Investment View 21 21 Unfashionable Resilience - Evenlode Investment View full be5306f3-d072-4786-a872-68199b1efe4f https://share.transistor.fm/s/387fa2a3 The UK market started strongly in June but then erased most of its gains in the second half of the month. Covid cases are on the rise again in several regions, including Asia, and this has led to the reimposition of restrictions in several countries.

Thoughts are also now beginning to turn to the gradual withdrawal of crisis-induced fiscal stimulus programmes, such as furlough schemes, over coming months. Meanwhile, leading indicators are hinting that the rate of the global economic recovery may be slowing.

Listen to this episode to find out how some of the companies in the portfolio are managing in this current environment.

---

Please note, these views represent the opinions of the Evenlode team as of June 2021 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> The UK market started strongly in June but then erased most of its gains in the second half of the month. Covid cases are on the rise again in several regions, including Asia, and this has led to the reimposition of restrictions in several countries.

Thoughts are also now beginning to turn to the gradual withdrawal of crisis-induced fiscal stimulus programmes, such as furlough schemes, over coming months. Meanwhile, leading indicators are hinting that the rate of the global economic recovery may be slowing.

Listen to this episode to find out how some of the companies in the portfolio are managing in this current environment.

---

Please note, these views represent the opinions of the Evenlode team as of June 2021 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Tue, 06 Jul 2021 03:24:54 +0100 Evenlode Investment Evenlode Investment 492 The UK market started strongly in June but then erased most of its gains in the second half of the month. Covid cases are on the rise again in several regions, including Asia, and this has led to the reimposition of restrictions in several countries. The UK market started strongly in June but then erased most of its gains in the second half of the month. Covid cases are on the rise again in several regions, including Asia, and this has led to the reimposition of restrictions in several countries. Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Consumer Trends - Part 1: Plant-based foods - Evenlode Global Investment View 20 20 Consumer Trends - Part 1: Plant-based foods - Evenlode Global Investment View full dfeb824e-8936-4234-a8a0-023cffcdbb32 https://share.transistor.fm/s/d9eaece3 At Evenlode we believe that it is vital for companies to adapt and change over time in order to stay relevant to their customers.

The consumer goods sector is an important one for the Evenlode Global Income portfolio, currently making up over a quarter of the fund across food, beverage, home and over-the-counter health care.

As such, we take a great interest in emerging trends in consumer tastes. One of these is the growing demand for plant-based foods, which we’ll examine in this investment view.

---

Please note, these views represent the opinions of the Evenlode team as of June 2021 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> At Evenlode we believe that it is vital for companies to adapt and change over time in order to stay relevant to their customers.

The consumer goods sector is an important one for the Evenlode Global Income portfolio, currently making up over a quarter of the fund across food, beverage, home and over-the-counter health care.

As such, we take a great interest in emerging trends in consumer tastes. One of these is the growing demand for plant-based foods, which we’ll examine in this investment view.

---

Please note, these views represent the opinions of the Evenlode team as of June 2021 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Sat, 26 Jun 2021 07:00:00 +0100 Evenlode Investment Evenlode Investment 471 The consumer goods sector is an important one for the Evenlode Global Income portfolio, currently making up over a quarter of the fund across food, beverage, home and over-the-counter health care. As such, we take a great interest in emerging trends in consumer tastes. One of these is the growing demand for plant-based foods, which we’ll examine in this investment view. The consumer goods sector is an important one for the Evenlode Global Income portfolio, currently making up over a quarter of the fund across food, beverage, home and over-the-counter health care. As such, we take a great interest in emerging trends in Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Values - Evenlode Global Investment View 19 19 Values - Evenlode Global Investment View full 65791abe-9c93-41d1-81c5-09a4a211c8e9 https://share.transistor.fm/s/74456655 There are lots of theories as to why equity market values might look high.

Chief among them are low interest rates pushing investors into equities to seek returns, and governmental stimulus putting cash in the pockets of people willing to have a punt on stocks (especially in the US).

We find this sort of question interesting, but as interesting a question as it is, it is not information we use to make decisions.

Listen to this episode to find out how we measure value.

---

Please note, these views represent the opinions of the Evenlode team as of May 2021 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> There are lots of theories as to why equity market values might look high.

Chief among them are low interest rates pushing investors into equities to seek returns, and governmental stimulus putting cash in the pockets of people willing to have a punt on stocks (especially in the US).

We find this sort of question interesting, but as interesting a question as it is, it is not information we use to make decisions.

Listen to this episode to find out how we measure value.

---

Please note, these views represent the opinions of the Evenlode team as of May 2021 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Sat, 12 Jun 2021 07:00:00 +0100 Evenlode Investment Evenlode Investment 714 There are lots of theories as to why equity market values might look high. Chief among them are low interest rates pushing investors into equities to seek returns, and governmental stimulus putting cash in the pockets of people willing to have a punt on stocks (especially in the US). We find this sort of question interesting, but as interesting a question as it is, it is not information we use to make decisions. There are lots of theories as to why equity market values might look high. Chief among them are low interest rates pushing investors into equities to seek returns, and governmental stimulus putting cash in the pockets of people willing to have a punt on s Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Ship of Theseus - Evenlode Investment View 18 18 Ship of Theseus - Evenlode Investment View full 16a79ae8-7f58-418f-949c-f5712974840a https://share.transistor.fm/s/58818a49 The Ship of Theseus is one of the oldest philosophical thought experiments.

Theseus, the great mythical hero of Athens, slayed the minotaur in Crete and returned to Athens where his ship was kept in the harbour as a memorial.

Over the years the planks, masts, sails etc. were gradually replaced as they decayed. Eventually, all the pieces had been replaced but the ship still stood there in the harbour. Which raises the question, is it still the same ship?

We're often reminded of this question when considering the long-term history of listed companies.

At Evenlode, we tend to invest in companies that operate in relatively stable industries where change is quite incremental from one year to the next.

Listen to this episode to find out more.

---

Please note, these views represent the opinions of the Evenlode team as of May 2021 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> The Ship of Theseus is one of the oldest philosophical thought experiments.

Theseus, the great mythical hero of Athens, slayed the minotaur in Crete and returned to Athens where his ship was kept in the harbour as a memorial.

Over the years the planks, masts, sails etc. were gradually replaced as they decayed. Eventually, all the pieces had been replaced but the ship still stood there in the harbour. Which raises the question, is it still the same ship?

We're often reminded of this question when considering the long-term history of listed companies.

At Evenlode, we tend to invest in companies that operate in relatively stable industries where change is quite incremental from one year to the next.

Listen to this episode to find out more.

---

Please note, these views represent the opinions of the Evenlode team as of May 2021 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Fri, 11 Jun 2021 07:00:00 +0100 Evenlode Investment Evenlode Investment 618 The Ship of Theseus is one of the oldest philosophical thought experiments. How does this thought experiment apply to the companies we invest in. The Ship of Theseus is one of the oldest philosophical thought experiments. How does this thought experiment apply to the companies we invest in. Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Rabbits and Compounders - Evenlode Global Investment View 17 17 Rabbits and Compounders - Evenlode Global Investment View full d43dae69-8c18-41b4-879b-307305f0701d https://share.transistor.fm/s/8ecfb117 Thomas Austin is infamous throughout Australia. Not an outlaw in the mould of Ned Kelly, nor a bodyline bowling cricketer under the visiting Douglas Jardine, instead Austin is remembered for one of the greatest ecological disasters to hit the antipodean continent, the introduction of rabbits.

In investment, exponential growth is referred to by another name, “compounding”. 

With the launch of our new fund, Evenlode Global Equity, we focused on attributes shared by serial outperformers and created a checklist of three key factors.

Listen to this episode to find out more.

---

Please note, these views represent the opinions of the Evenlode team as of May 2021 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Thomas Austin is infamous throughout Australia. Not an outlaw in the mould of Ned Kelly, nor a bodyline bowling cricketer under the visiting Douglas Jardine, instead Austin is remembered for one of the greatest ecological disasters to hit the antipodean continent, the introduction of rabbits.

In investment, exponential growth is referred to by another name, “compounding”. 

With the launch of our new fund, Evenlode Global Equity, we focused on attributes shared by serial outperformers and created a checklist of three key factors.

Listen to this episode to find out more.

---

Please note, these views represent the opinions of the Evenlode team as of May 2021 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Tue, 25 May 2021 03:27:20 +0100 Evenlode Investment Evenlode Investment 661 In investment, exponential growth is referred to by another name, “compounding”. With the launch of our new fund, Evenlode Global Equity, we focused on attributes shared by serial outperformers and created a checklist of three key factors. In investment, exponential growth is referred to by another name, “compounding”. With the launch of our new fund, Evenlode Global Equity, we focused on attributes shared by serial outperformers and created a checklist of three key factors. Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Long Term Themes - Evenlode Investment View 16 16 Long Term Themes - Evenlode Investment View full c246a83e-7c38-4eda-a11c-c10346d8997b https://share.transistor.fm/s/fc728f16 The world is by no means out of the coronavirus woods yet, but much of the global economy is now recovering from the worst of the pandemic.

Conversations with management teams have therefore turned, increasingly, to post-crisis opportunities and investment plans.
 
On this note, we think the Evenlode Income portfolio is well placed to benefit from several structural growth themes.
 
Listen to this episode to find out why.

---

Please note, these views represent the opinions of the Evenlode team as of April 2021 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> The world is by no means out of the coronavirus woods yet, but much of the global economy is now recovering from the worst of the pandemic.

Conversations with management teams have therefore turned, increasingly, to post-crisis opportunities and investment plans.
 
On this note, we think the Evenlode Income portfolio is well placed to benefit from several structural growth themes.
 
Listen to this episode to find out why.

---

Please note, these views represent the opinions of the Evenlode team as of April 2021 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Sat, 08 May 2021 05:44:16 +0100 Evenlode Investment Evenlode Investment 676 The world is by no means out of the coronavirus woods yet, but much of the global economy is now recovering from the worst of the pandemic. Conversations with management teams have therefore turned, increasingly, to post-crisis opportunities and investment plans. The world is by no means out of the coronavirus woods yet, but much of the global economy is now recovering from the worst of the pandemic. Conversations with management teams have therefore turned, increasingly, to post-crisis opportunities and investmen Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Evolution - Evenlode Global Investment View 15 15 Evolution - Evenlode Global Investment View full 6d646c38-cede-4f53-a6f2-576df177da24 https://share.transistor.fm/s/591c5737 Over the course of the last year, new variants of the damaging and novel coronavirus have evolved and are now being sequenced and detected.

Viruses do change rapidly by their nature, part of the biological mechanism that can make them successful in the battle for survival of the fittest.

The human race has of course been rapidly developing its defences in the form of vaccines, which have been successful so far, and lockdowns, as a more immediate attempt to reduce the spread of the virus.

The volatility induced in equity markets by this struggle has presented opportunities to buy new positions and reasons to sell existing ones within the Evenlode Global Income portfolios.

In this episode we give an overview of what we have bought, sold or added to.

---

Please note, these views represent the opinions of the Evenlode team as of April 2021 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Over the course of the last year, new variants of the damaging and novel coronavirus have evolved and are now being sequenced and detected.

Viruses do change rapidly by their nature, part of the biological mechanism that can make them successful in the battle for survival of the fittest.

The human race has of course been rapidly developing its defences in the form of vaccines, which have been successful so far, and lockdowns, as a more immediate attempt to reduce the spread of the virus.

The volatility induced in equity markets by this struggle has presented opportunities to buy new positions and reasons to sell existing ones within the Evenlode Global Income portfolios.

In this episode we give an overview of what we have bought, sold or added to.

---

Please note, these views represent the opinions of the Evenlode team as of April 2021 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Wed, 05 May 2021 03:02:47 +0100 Evenlode Investment Evenlode Investment 509 The volatility induced in equity markets has presented opportunities to buy new positions and reasons to sell existing ones within the Evenlode Global Income portfolios. In this episode we provide an overview of what we have bought, sold, or added to. The volatility induced in equity markets has presented opportunities to buy new positions and reasons to sell existing ones within the Evenlode Global Income portfolios. In this episode we provide an overview of what we have bought, sold, or added to. Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Opportunities For Growth - Evenlode Investment View 14 14 Opportunities For Growth - Evenlode Investment View full 77f07f5d-fc3f-468d-a1de-4cb36e7aaa9f https://share.transistor.fm/s/54a01ac7 Global stock markets have been a bit mixed during March, though both Evenlode Income and the UK market have posted a positive return.
 
Reopening optimism continues, somewhat tempered by the announcement of further lockdowns in Europe following a rise in cases, and a less positive trend in economic leading indicators versus expectations. Commodity and energy prices also fell in the second half of the month.

In this episode we give an overview of how some of the companies in the Evenlode Income Fund are performing so far this year.

---

Please note, these views represent the opinions of the Evenlode team as of March 2021 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Global stock markets have been a bit mixed during March, though both Evenlode Income and the UK market have posted a positive return.
 
Reopening optimism continues, somewhat tempered by the announcement of further lockdowns in Europe following a rise in cases, and a less positive trend in economic leading indicators versus expectations. Commodity and energy prices also fell in the second half of the month.

In this episode we give an overview of how some of the companies in the Evenlode Income Fund are performing so far this year.

---

Please note, these views represent the opinions of the Evenlode team as of March 2021 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Thu, 08 Apr 2021 13:07:56 +0100 Evenlode Investment Evenlode Investment 1004 Global stock markets have been a bit mixed during March, though both Evenlode Income and the UK market have posted a positive return. In this episode we give an overview of how some of the companies in the fund are performing so far this year. Global stock markets have been a bit mixed during March, though both Evenlode Income and the UK market have posted a positive return. In this episode we give an overview of how some of the companies in the fund are performing so far this year. Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Corporate Results Season, No Tea - Evenlode Global Investment View 13 13 Corporate Results Season, No Tea - Evenlode Global Investment View full 2a315a9f-a4e0-4568-94c8-4506b2c72cc5 https://share.transistor.fm/s/04d26115 Corporate results season is here. In this episode we look at the performance of the companies within the Evenlode Global Dividend and Evenlode Global Income Funds.

The charts referenced in this episode can be viewed at -
https://evenlodeinvestment.com/news/corporate-results-season-no-tea

---

Please note, these views represent the opinions of the Evenlode team as of March 2021 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Corporate results season is here. In this episode we look at the performance of the companies within the Evenlode Global Dividend and Evenlode Global Income Funds.

The charts referenced in this episode can be viewed at -
https://evenlodeinvestment.com/news/corporate-results-season-no-tea

---

Please note, these views represent the opinions of the Evenlode team as of March 2021 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

]]> Wed, 24 Mar 2021 01:58:00 +0000 Evenlode Investment Evenlode Investment 562 Corporate results season is here. In this episode we look at the performance of the companies within the Evenlode Global Dividend and Evenlode Global Income Funds. Corporate results season is here. In this episode we look at the performance of the companies within the Evenlode Global Dividend and Evenlode Global Income Funds. Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Pieces of Good Companies - Evenlode Investment View 12 12 Pieces of Good Companies - Evenlode Investment View full f33a952c-d1d3-4984-a0b4-ea0e3e414484 https://share.transistor.fm/s/95fb3e9c Global stock markets have resumed their climb higher in February, spurred by optimism that the worst of the Covid crisis may begin to pass over coming months.

The pendulum of investor sentiment has swung a long way in the last 12 months. Last March, the presiding sentiment was fear, but in today’s stock market it is fear-of-missing-out.

In this episode, we look at the performance of the Evenlode Income Fund so far this year, and why over the long term it pays to own pieces of good companies.


---

Please note, these views represent the opinions of the Evenlode team as of February 2021 and do not constitute investment advice.

For more information visit evenlodeinvestment.com

]]> Global stock markets have resumed their climb higher in February, spurred by optimism that the worst of the Covid crisis may begin to pass over coming months.

The pendulum of investor sentiment has swung a long way in the last 12 months. Last March, the presiding sentiment was fear, but in today’s stock market it is fear-of-missing-out.

In this episode, we look at the performance of the Evenlode Income Fund so far this year, and why over the long term it pays to own pieces of good companies.


---

Please note, these views represent the opinions of the Evenlode team as of February 2021 and do not constitute investment advice.

For more information visit evenlodeinvestment.com

]]> Thu, 04 Mar 2021 03:23:09 +0000 Evenlode Investment Evenlode Investment 658 Global stock markets have resumed their climb higher in February, spurred by optimism that the worst of the Covid crisis may begin to pass over coming months. The pendulum of investor sentiment has swung a long way in the last 12 months. Last March, the presiding sentiment was fear, but in today’s stock market it is fear-of-missing-out. Global stock markets have resumed their climb higher in February, spurred by optimism that the worst of the Covid crisis may begin to pass over coming months. The pendulum of investor sentiment has swung a long way in the last 12 months. Last March, t Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No European Innovation - Evenlode Global Investment View 11 11 European Innovation - Evenlode Global Investment View full b2993162-54d4-46a8-af2b-b205043e0059 https://share.transistor.fm/s/9f07a3f6 As eyes turn to the post-pandemic world, investors’ imaginations have been captured by tech giants across America and Asia, whilst in stark contrast, Europe’s corporate elite in more traditional industries have faced difficult questions over their ability to keep pace.

In this episode, we consider the innovation prospects for three leading European companies operating in three different industries, all currently held by the Evenlode Global Income fund.

---

Please note, these views represent the opinions of the Evenlode team as of February 2021 and do not constitute investment advice.

For more information visit evenlodeinvestment.com

]]> As eyes turn to the post-pandemic world, investors’ imaginations have been captured by tech giants across America and Asia, whilst in stark contrast, Europe’s corporate elite in more traditional industries have faced difficult questions over their ability to keep pace.

In this episode, we consider the innovation prospects for three leading European companies operating in three different industries, all currently held by the Evenlode Global Income fund.

---

Please note, these views represent the opinions of the Evenlode team as of February 2021 and do not constitute investment advice.

For more information visit evenlodeinvestment.com

]]> Sun, 21 Feb 2021 02:15:52 +0000 Evenlode Investment Evenlode Investment 551 Investors’ imaginations have been captured by tech giants across America and Asia, whilst in stark contrast, Europe’s corporate elite in more traditional industries have faced difficult questions over their ability to keep pace. Investors’ imaginations have been captured by tech giants across America and Asia, whilst in stark contrast, Europe’s corporate elite in more traditional industries have faced difficult questions over their ability to keep pace. Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No The TIC Industry 10 10 The TIC Industry full e746cf7f-6ea9-4ba3-887e-7374323018ec https://share.transistor.fm/s/c4275c3b In this episode Ben Peters, investment manager at Evenlode, and Tom Weller, Evenlode's innovation analyst, have a conversation about the The Testing, Inspection and Certification (TIC) industry.

They discus how this industry works, as well as the specific companies within this industry Evenlode invest in.

---

Please note, these views represent the opinions of the Evenlode team as of February 2021 and do not constitute investment advice. Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested

For more information visit evenlodeinvestment.com

]]> In this episode Ben Peters, investment manager at Evenlode, and Tom Weller, Evenlode's innovation analyst, have a conversation about the The Testing, Inspection and Certification (TIC) industry.

They discus how this industry works, as well as the specific companies within this industry Evenlode invest in.

---

Please note, these views represent the opinions of the Evenlode team as of February 2021 and do not constitute investment advice. Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested

For more information visit evenlodeinvestment.com

]]> Fri, 19 Feb 2021 01:50:35 +0000 Evenlode Investment Evenlode Investment 1204 In this episode Ben Peters and Tom Weller have a conversation about the The Testing, Inspection and Certification (TIC) industry. In this episode Ben Peters and Tom Weller have a conversation about the The Testing, Inspection and Certification (TIC) industry. Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Through and Beyond the Crisis - Evenlode Investment View 9 9 Through and Beyond the Crisis - Evenlode Investment View full 71866d23-5d4e-4a38-af9c-daecee8f685f https://share.transistor.fm/s/49d38fcb As we all turn the page on the extraordinary year that was 2020, we will as usual use this investment view to review the year just passed and to share some thoughts on the outlook for the coming year and beyond.

To view the table mentioned in this episode please click here.

---

Please note, these views represent the opinions of the Evenlode team as of January 2021 and do not constitute investment advice.

For more information visit evenlodeinvestment.com

]]> As we all turn the page on the extraordinary year that was 2020, we will as usual use this investment view to review the year just passed and to share some thoughts on the outlook for the coming year and beyond.

To view the table mentioned in this episode please click here.

---

Please note, these views represent the opinions of the Evenlode team as of January 2021 and do not constitute investment advice.

For more information visit evenlodeinvestment.com

]]> Tue, 16 Feb 2021 01:41:19 +0000 Evenlode Investment Evenlode Investment 815 As we all turn the page on the extraordinary year that was 2020, we will as usual use this investment view to review the year just passed and to share some thoughts on the outlook for the coming year and beyond. As we all turn the page on the extraordinary year that was 2020, we will as usual use this investment view to review the year just passed and to share some thoughts on the outlook for the coming year and beyond. Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Happy Medium - Evenlode Global Investment View 8 8 Happy Medium - Evenlode Global Investment View full 1400992d-8091-44c5-9c9c-9736ba3c0ff2 https://share.transistor.fm/s/88fa76a4 Happy new year to all of our co-investors and readers. 2021 surely can’t turn out to be more dramatic than 2020 can it?

In this episode we provide an overview of last years performance of the Evenlode Global Income Fund, as well as our thoughts going forward into 2021.

To view the charts and tables mentioned in this episode visit
https://evenlodeinvestment.com/news/evenlode-global-investment-view-january-2021

---

Please note, these views represent the opinions of the Evenlode team as of January 2021 and do not constitute investment advice.

For more information visit evenlodeinvestment.com

]]> Happy new year to all of our co-investors and readers. 2021 surely can’t turn out to be more dramatic than 2020 can it?

In this episode we provide an overview of last years performance of the Evenlode Global Income Fund, as well as our thoughts going forward into 2021.

To view the charts and tables mentioned in this episode visit
https://evenlodeinvestment.com/news/evenlode-global-investment-view-january-2021

---

Please note, these views represent the opinions of the Evenlode team as of January 2021 and do not constitute investment advice.

For more information visit evenlodeinvestment.com

]]> Sat, 16 Jan 2021 03:15:36 +0000 Evenlode Investment Evenlode Investment 912 Happy new year to all of our co-investors and readers. 2021 surely can’t turn out to be more dramatic than 2020 can it? Happy new year to all of our co-investors and readers. 2021 surely can’t turn out to be more dramatic than 2020 can it? Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Winter Reading - Evenlode Investment View 7 7 Winter Reading - Evenlode Investment View full 249dc2c4-7dd2-4593-94b7-a73b2f008694 https://share.transistor.fm/s/4d4c8a30 This month, as holiday season is approaching, the Evenlode investment team have compiled a selection of books that we have read and found interesting over the second half of 2020. 

We're not sure all of these texts are obvious light-reading material for Boxing Day. However, we hope you'll find something of interest.

---


Please note, these views represent the opinions of the Evenlode team as of December 2020 and do not constitute investment advice.

For more information visit evenlodeinvestment.com

]]> This month, as holiday season is approaching, the Evenlode investment team have compiled a selection of books that we have read and found interesting over the second half of 2020. 

We're not sure all of these texts are obvious light-reading material for Boxing Day. However, we hope you'll find something of interest.

---


Please note, these views represent the opinions of the Evenlode team as of December 2020 and do not constitute investment advice.

For more information visit evenlodeinvestment.com

]]> Tue, 22 Dec 2020 11:57:46 +0000 Evenlode Investment Evenlode Investment 1168 This month, as holiday season is approaching, the Evenlode investment team have compiled a selection of books that we have read and found interesting over the second half of 2020. This month, as holiday season is approaching, the Evenlode investment team have compiled a selection of books that we have read and found interesting over the second half of 2020. Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Animal Spirits Return - Evenlode Investment View 6 6 Animal Spirits Return - Evenlode Investment View full d3b01ad9-3a07-4f3e-8caa-d78e345e4655 https://share.transistor.fm/s/73c57e64 During the first three weeks of November, the very positive news on coronavirus vaccines and the clarity provided by the US election led to a huge surge in investor’s animal spirits and a significant rally in global stock markets.

Listen to our thoughts on these latest developments.

The charts and tables referenced in this episode can be viewed here -
https://evenlodeinvestment.com/news/evenlode-investment-view-november-2020

Please note, these views represent the opinions of the Evenlode team as of November 2020 and do not constitute investment advice.

For more information visit evenlodeinvestment.com

]]> During the first three weeks of November, the very positive news on coronavirus vaccines and the clarity provided by the US election led to a huge surge in investor’s animal spirits and a significant rally in global stock markets.

Listen to our thoughts on these latest developments.

The charts and tables referenced in this episode can be viewed here -
https://evenlodeinvestment.com/news/evenlode-investment-view-november-2020

Please note, these views represent the opinions of the Evenlode team as of November 2020 and do not constitute investment advice.

For more information visit evenlodeinvestment.com

]]> Mon, 07 Dec 2020 13:49:27 +0000 Evenlode Investment Evenlode Investment 796 Positive news on coronavirus vaccines, and the clarity provided by the US election, has led to a huge surge in investor’s animal spirits. Positive news on coronavirus vaccines, and the clarity provided by the US election, has led to a huge surge in investor’s animal spirits. Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Rotation Dynamics - Evenlode Global Investment View 5 5 Rotation Dynamics - Evenlode Global Investment View full 8cd35177-591f-4325-9f29-2c118687a74d https://share.transistor.fm/s/c17a3d12 The recent market move has been dubbed a ‘great rotation’, partly because so-called ‘value’ stocks have not just lagged in the pandemic, but have lagged equity markets ever since the financial crisis.

Anything that acts as a positive catalyst for these out-of-favour companies has come to be referred to as a ‘value rotation’. Is this what we’re seeing now?

Please note, these views represent the opinions of the Evenlode team as of November 2020 and do not constitute investment advice.

For more information visit evenlodeinvestment.com

]]> The recent market move has been dubbed a ‘great rotation’, partly because so-called ‘value’ stocks have not just lagged in the pandemic, but have lagged equity markets ever since the financial crisis.

Anything that acts as a positive catalyst for these out-of-favour companies has come to be referred to as a ‘value rotation’. Is this what we’re seeing now?

Please note, these views represent the opinions of the Evenlode team as of November 2020 and do not constitute investment advice.

For more information visit evenlodeinvestment.com

]]> Mon, 23 Nov 2020 02:10:34 +0000 Evenlode Investment Evenlode Investment 644 The recent market move has been dubbed a ‘great rotation’, partly because so-called ‘value’ stocks have not just lagged in the pandemic, but have lagged equity markets ever since the financial crisis. Anything that acts as a positive catalyst for these out-of-favour companies has come to be referred to as a ‘value rotation’. Is this what we’re seeing now? The recent market move has been dubbed a ‘great rotation’, partly because so-called ‘value’ stocks have not just lagged in the pandemic, but have lagged equity markets ever since the financial crisis. Anything that acts as a positive catalyst for these Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No The Long Haul - Evenlode Investment View 4 4 The Long Haul - Evenlode Investment View full d225eb51-de54-4e6d-afff-52ea0e3fd23a https://share.transistor.fm/s/bc1b8981 Periods of heightened uncertainty, such as we find ourselves in, are always accompanied by a shortening of investor time horizons and a pick-up in volatility. This can feel quite stomach-churning for the long-term saver but are, unfortunately, inevitable.

Please note, these views represent the opinions of the Evenlode team as of October 2020 and do not constitute investment advice.

For more information visit https://evenlodeinvestment.com

]]> Periods of heightened uncertainty, such as we find ourselves in, are always accompanied by a shortening of investor time horizons and a pick-up in volatility. This can feel quite stomach-churning for the long-term saver but are, unfortunately, inevitable.

Please note, these views represent the opinions of the Evenlode team as of October 2020 and do not constitute investment advice.

For more information visit https://evenlodeinvestment.com

]]> Tue, 03 Nov 2020 13:17:22 +0000 Evenlode Investment Evenlode Investment 652 Periods of heightened uncertainty, such as we find ourselves in, are always accompanied by a shortening of investor time horizons and a pick-up in volatility. This can feel quite stomach-churning for the long-term saver but are, unfortunately, inevitable. Periods of heightened uncertainty, such as we find ourselves in, are always accompanied by a shortening of investor time horizons and a pick-up in volatility. This can feel quite stomach-churning for the long-term saver but are, unfortunately, inevitable. Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No US Election & Uncertainty - Evenlode Global Investment View 3 3 US Election & Uncertainty - Evenlode Global Investment View full 3a49d53e-306b-4425-9ba1-caf5022d6a12 https://share.transistor.fm/s/67f593c5 The world approaches November 3rd with a mix of trepidation and excitement.

The 59th Presidential election of the United States has been fought in an unprecedented time, with the global pandemic providing the temporal backdrop while discussions on race, equality, opportunity, and the threat of impending environmental calamity are all competing for airtime.

The political vortex has created vast uncertainty and we expect this to be felt by the financial markets over the coming days.

Please note, these views represent the opinions of the Evenlode team as of October 2020 and do not constitute investment advice.

For more information visit https://evenlodeinvestment.com

]]> The world approaches November 3rd with a mix of trepidation and excitement.

The 59th Presidential election of the United States has been fought in an unprecedented time, with the global pandemic providing the temporal backdrop while discussions on race, equality, opportunity, and the threat of impending environmental calamity are all competing for airtime.

The political vortex has created vast uncertainty and we expect this to be felt by the financial markets over the coming days.

Please note, these views represent the opinions of the Evenlode team as of October 2020 and do not constitute investment advice.

For more information visit https://evenlodeinvestment.com

]]> Mon, 02 Nov 2020 11:49:27 +0000 Evenlode Investment Evenlode Investment 440 The world approaches November 3rd with a mix of trepidation and excitement. The 59th Presidential election of the United States has been fought in an unprecedented time, with the global pandemic providing the temporal backdrop while discussions on race, equality, opportunity, and the threat of impending environmental calamity are all competing for airtime. The world approaches November 3rd with a mix of trepidation and excitement. The 59th Presidential election of the United States has been fought in an unprecedented time, with the global pandemic providing the temporal backdrop while discussions on rac Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Staying at Home, Making Space - Evenlode Global Investment View 2 2 Staying at Home, Making Space - Evenlode Global Investment View full a4741b10-9ceb-4509-9e49-0612b0789ee4 https://share.transistor.fm/s/00f70c77 Equity markets appear to have got used to the new normal and are shrugging off the looming winter with its likely lockdowns and lack of Christmas parties, instead looking to the bright side.

So how has the market managed to remain chipper in the face of a dismal-looking festive season?

---

To read this article and view the charts and tables mentioned in the article visit https://evenlodeinvestment.com/news/evenlode-global-investment-view-october-2020

Please note, these views represent the opinions of the Evenlode team as of October 2020 and do not constitute investment advice.

For more information visit https://evenlodeinvestment.com

]]> Equity markets appear to have got used to the new normal and are shrugging off the looming winter with its likely lockdowns and lack of Christmas parties, instead looking to the bright side.

So how has the market managed to remain chipper in the face of a dismal-looking festive season?

---

To read this article and view the charts and tables mentioned in the article visit https://evenlodeinvestment.com/news/evenlode-global-investment-view-october-2020

Please note, these views represent the opinions of the Evenlode team as of October 2020 and do not constitute investment advice.

For more information visit https://evenlodeinvestment.com

]]> Sat, 17 Oct 2020 04:16:53 +0100 Evenlode Investment Evenlode Investment 852 Equity markets appear to have got used to the new normal and are shrugging off the looming winter with its likely lockdowns and lack of Christmas parties, instead looking to the bright side. So how has the market managed to remain chipper in the face of a dismal-looking festive season? Equity markets appear to have got used to the new normal and are shrugging off the looming winter with its likely lockdowns and lack of Christmas parties, instead looking to the bright side. So how has the market managed to remain chipper in the face Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No Change, Adaption and Long-Term Growth - Evenlode Investment View 1 1 Change, Adaption and Long-Term Growth - Evenlode Investment View full e62de511-61d6-46a9-97ee-e7c6e1c2f10d https://share.transistor.fm/s/b660c69a The recent crisis has thrown much at the companies in the Evenlode Income portfolio and no one knows, as usual, quite what the next few months will bring.

Hugh Yarrow, fund manager of the Evenlode Income Fund, gives an overview of how companies are changing and adapting to this new environment.

Please note, these views represent the opinions of Hugh Yarrow as at 23rd September 2020 and do not constitute investment advice.

For more information visit https://evenlodeinvestment.com

]]> The recent crisis has thrown much at the companies in the Evenlode Income portfolio and no one knows, as usual, quite what the next few months will bring.

Hugh Yarrow, fund manager of the Evenlode Income Fund, gives an overview of how companies are changing and adapting to this new environment.

Please note, these views represent the opinions of Hugh Yarrow as at 23rd September 2020 and do not constitute investment advice.

For more information visit https://evenlodeinvestment.com

]]> Sat, 26 Sep 2020 03:59:43 +0100 Evenlode Investment Evenlode Investment 494 The recent crisis has thrown much at the companies in the Evenlode Income portfolio and no one knows, as usual, quite what the next few months will bring. Hugh Yarrow, fund manager of the Evenlode Income Fund, gives an overview of how companies are changing and adapting to this new environment. The recent crisis has thrown much at the companies in the Evenlode Income portfolio and no one knows, as usual, quite what the next few months will bring. Hugh Yarrow, fund manager of the Evenlode Income Fund, gives an overview of how companies are ch Evenlode, Income Funds, Investing, Investment, Equity, Fund, Dividend Investing No