Evenlode is a dedicated, independent investment team based in rural Oxfordshire.
Chipping Norton, England
Joined October 2017
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Our Head of Stewardship Sawan Kumar and Sustainable Investment Analyst Bethan Rose joined over 200 delegates in Stockholm last week to attend International Corporate Governance Network's (ICGN) first conference of the year.
"Companies are reporting that they expect cost pressures to ease through the year. Whilst their crystal ball is no better than ours, most businesses do buy ahead of time and so have some visibility on these things."
The latest Global Investment View.
evenlodeinvestment.com/news/…
Very much like the first parents’ evening, as the Global fund passes its 5th birthday, it’s time to look back on how it has performed.
Is the fund reading well beyond its age or hiding at the back, eating the crayons?
evenlodeinvestment.com/news/…
"We invest in companies that we judge to have strong pricing power, where price is not a primary factor in purchase decisions."
Part Two of our "Results" series is now available on the Evenlode website.
evenlodeinvestment.com/news/…
Evenlode Investment retweeted
The greenhouse gas emissions associated with investing in an average @EvenlodeIM portfolio are ten times lower than an equivalent investment in a fund tracking the MSCI World Index. wealthdfm.com/article/greenh…
"Businesses that have updated so far are typically reporting percentage growth for the quarter and the year to date in the high single digits to low double digits."
The third quarter reporting season is underway and in part one of our Results series, we look at the underlying numbers and accompanying commentary to get a better picture of how businesses are faring during these tricky times.
evenlodeinvestment.com/news/…
. @evenlodeben spoke with @SloleyChris about continuing to hold face-to-face meeting whilst reducing the associated carbon footprint.
✈️What do company meetings look like in a carbon-conscious world? @evenlodeim's Ben Peters tells all... from behind the wheel of his Tesla. #ESGInFocus
➡️bit.ly/3eCTwYb
✏️@SloleyChris
Our interim climate targets were recently accepted by the Net Zero Asset Managers Initiative.
@WealthDfm have written about it below with a more detailed report to be published on our website next week.
wealthdfm.com/article/evenlo…
If you squint, there are still a few weeks of summer left.
With that in mind, why not check out the books that are turning heads in the Evenlode office?
It's time for our annual summer reading list!
evenlodeinvestment.com/news/…
“There is little substitute for seeing a company’s working environment, getting a read on the internal culture, or being able to discuss longer term strategy face-to-face with management teams.”
Read about our trip to the US east coast here.
evenlodeinvestment.com/news/…
“Global markets have been weak in 2022, almost no matter what sort of asset is being examined.”
The Global team have been on a research trip to the US & we’ll be sharing a look into our findings in the future.
Here’s a short summary of the situation.
evenlodeinvestment.com/news/…
Evenlode Investment retweeted
@EvenlodeIM is the latest global investor and #ICGN22 member to become an endorser of #ICGN Global #Stewardship Principles (GSP). Global #investors responsible for AuM over $28T are listed on the ICGN website to signify joint standards of #stewardship policies and practices.
As an #ICGN22 member we’re delighted to become an endorser of #ICGN Global #Stewardship Principles (GSP). Thanks to @ICGNCorpGov.
🎧🎙@evenlodeben recently appeared on the @FundCalibre podcast, discussing all things inflation.
Find out more here: fundcalibre.com/episode-196-…
"Emissions per £10K invested remained the same for the Evenlode Income fund, increased for Evenlode Global Income and the Global Dividend fund, and decreased for the Evenlode Global Equity fund."
evenlodeinvestment.com/resou…
In the latest Global Investment View, the team look at supply constraints and the market reaction.
evenlodeinvestment.com/news/…
We have published our 2022 Portfolio Emissions Report. It helps stakeholders to understand the impact our investee companies have on the climate and the risk they face from regulation and consumer pressure on climate action.
lnkd.in/eji6jrYk
We’re excited to be helping out The Chippy Larder today. A local, free-of-charge food surplus distribution point.
Find out more about their fantastic efforts here: chippylarder.com/
On Wednesday, @evenlodeben spoke at the Global Equity Forum which was held Royal Institution.
This involved a panel discussion which was moderated by TV anchor, Natasha Kaplinsky.
Find out more here: globalequityforum.com/
Thanks to Bethan Rose for the 📸.
