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Join Charlie McCann, Investment Research Analyst at Square Mile Investment Consulting and Research, as he speaks with Chris Elliott and James Knoedler, Fund Managers of the Evenlode Global Equity Fund.
Together, they explore Evenlode’s strategy to global equity investing, current market volatility, the investment case for active management, and key investment sector themes including financials and technology.
Don't have time to listen to the full episode, jump to your favourite part:
0:55 – Tell us about your background?
04:55 – What as fund managers are you trying to achieve?
06:50 – For long- term client outcomes, what type of market environment would this strategy be expected to perform better?
08:20 – What is your take on the recent market moves and Evenlodes approach to this?
10:36 – How has the fund performed throughout the spike in market volatility?
12:35 – What are Evenlodes insights into the economic and political landscape?
15:23 – Digging into Portfolio in more detail, can you dispel some of the myths around investing in the financials and what you feel about technology and other sectors?
17:49 – Any stocks that have made their way into the Portfolio recently?
19:41 – What is the investment case for active management going forward?
23:35 – What is life as investors outside of the city like?
👥 STAY IN TOUCH 👥
Follow us on LinkedIn.
Subscribe to our monthly newsletter.
Thank you for listening!
By Square Mile ResearchJoin Charlie McCann, Investment Research Analyst at Square Mile Investment Consulting and Research, as he speaks with Chris Elliott and James Knoedler, Fund Managers of the Evenlode Global Equity Fund.
Together, they explore Evenlode’s strategy to global equity investing, current market volatility, the investment case for active management, and key investment sector themes including financials and technology.
Don't have time to listen to the full episode, jump to your favourite part:
0:55 – Tell us about your background?
04:55 – What as fund managers are you trying to achieve?
06:50 – For long- term client outcomes, what type of market environment would this strategy be expected to perform better?
08:20 – What is your take on the recent market moves and Evenlodes approach to this?
10:36 – How has the fund performed throughout the spike in market volatility?
12:35 – What are Evenlodes insights into the economic and political landscape?
15:23 – Digging into Portfolio in more detail, can you dispel some of the myths around investing in the financials and what you feel about technology and other sectors?
17:49 – Any stocks that have made their way into the Portfolio recently?
19:41 – What is the investment case for active management going forward?
23:35 – What is life as investors outside of the city like?
👥 STAY IN TOUCH 👥
Follow us on LinkedIn.
Subscribe to our monthly newsletter.
Thank you for listening!