The Evenlode Podcast

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

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

In this month's investment view we discuss four Evenlode Income holdings, all of which released full-year or interim results during November.

---

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

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.

---

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

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

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

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

In this month's investment view we discuss how the portfolio has some reassuring characteristics to cope with recent difficult times.

---

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

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

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