The Evenlode Podcast

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.

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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 a quarterly update of the Evenlode Global Equity Fund.

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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 an update on three companies that highlight some key themes within the portfolio.

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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, 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.

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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, 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!

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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, 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.

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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 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.

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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, 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.

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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, 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.

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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.

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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