The Evenlode Podcast

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.

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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, 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.

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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 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.

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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 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.

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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, 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.

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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

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.

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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

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.

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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, 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.

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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, we discuss some key themes emerging from the recent Q4 results season, and more generally from the current investment environment.

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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, 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.

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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