In this month's investment view, as market volatility continues and geopolitical uncertainty remains high, we provide an overview of a few existing and new stocks that we believe offer long-term embedded value for the portfolio.

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Please note, these views represent the opinions of the Evenlode team as of 12th 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

In this month's investment view, we provide a further update on the Q1 reporting season in light of recent political headlines, and how this has influenced our analysis of investment opportunities.

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Please note, these views represent the opinions of the Evenlode team as of 27th May 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 provide a further update on the Q1 reporting season in light of recent political headlines, and how this has influenced our analysis of investment opportunities.

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Please note, these views represent the opinions of the Evenlode team as of 27th May 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 in the final stages of the reporting season for the first quarter of 2025 for companies with 31 December year ends. We usually find the regular rhythm of corporate earnings a useful cue for stock-taking.
 
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Please note, these views represent the opinions of the Evenlode team as of 21st May 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 in the final stages of the reporting season for the first quarter of 2025 for companies with 31 December year ends. We usually find the regular rhythm of corporate earnings a useful cue for stock-taking.
 
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Please note, these views represent the opinions of the Evenlode team as of 21st May 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 the aftermath of the changes in US tariff policies, we provide a brief overview of recent company results and portfolio performance, together with a detailed overview of a new holding that was previously held by the portfolio.

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Please note, these views represent the opinions of the Evenlode team as of 9th May 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

An overview of the performance of the Evenlode Global Opportunities Fund for Q1 2025.

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Please note, these views represent the opinions of the Evenlode team as of 14th April 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

The Evenlode Global Equity fund returned -0.7% in the first quarter of 2025, ahead of its comparator benchmark, the MSCI World Index, which returned -4.7%.

The fund benefited from a general rotation away from the islands of relative strength in 2024 towards a broader palette of ex-US and ex-tech companies. Fundamental results for our companies remained superior to that of the index in Q4 2024.

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Please note, these views represent the opinions of the Evenlode team as of 14th April 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 explain how we approach the delivery of our dividend growth and how managing valuation risk and opportunity in the market is prudent over time.

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Please note, these views represent the opinions of the Evenlode team as of 28th March 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 explain how we approach the delivery of our dividend growth and how managing valuation risk and opportunity in the market is prudent over time.

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Please note, these views represent the opinions of the Evenlode team as of 28th March 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