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.

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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.

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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 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!

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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 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.

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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.

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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, following on from recent results, we provide more detail of the ongoing growth expectations for a number of the portfolio's holdings.

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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

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.

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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.

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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.
 
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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.
 
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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