HeyJaredThe Evenlode Podcast
Evenlode is a dedicated, independent investment team based in rural Oxfordshire, UK. Our podcast episodes focus on the Evenlode funds, updating investors on performance, and general macro environment.https://evenlodeinvestment.com
- Indexed episodes, last 90 days
- 12
- Latest publication
- Sep 30, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 7, 2026
Latest episodes
Evenlode UK Select Investment View – Following the Free Cash Flow (opens the original)
Read excerpt
Interim results left IFSL Evenlode Income with robust portfolio fundamentals but a modest year-to-date return, as earnings progress was offset by valuation de-rating. However, cash generation, shareholder distributions, quality compounders, and new holdings continue to provide an attractive long-term compounding opportunity. --- Please note, these views represent the opinions of the Evenlode team as of 16th September 2026 and do not constitute investment advice. Past performance is not a reliabl
Evenlode Income Investment View – Following the Free Cash Flow (opens the original)
Read excerpt
Interim results left IFSL Evenlode Income with robust portfolio fundamentals but a modest year-to-date return, as earnings progress was offset by valuation de-rating. However, cash generation, shareholder distributions, quality compounders, and new holdings continue to provide an attractive long-term compounding opportunity. --- Please note, these views represent the opinions of the Evenlode team as of 16th September 2026 and do not constitute investment advice. Past performance is not a reliabl
Evenlode Global Opportunities Investment View – CQ2 Results (opens the original)
Read excerpt
As of writing, 94% of the portfolio (by position weight) has reported for the second calendar quarter. This has been a highly encouraging reporting season both in terms of the company fundamentals and the improving narrative from the portfolio businesses. --- Please note, these views represent the opinions of the Evenlode team as of 7th August 2026 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
Evenlode Global Equity Investment View – CQ2 Results (opens the original)
Read excerpt
As of writing, 94% of the portfolio (by position weight) has reported for the second calendar quarter. This has been a highly encouraging reporting season both in terms of the company fundamentals and the improving narrative from the portfolio businesses. --- Please note, these views represent the opinions of the Evenlode team as of 7th August 2026 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
Evenlode Global Dividend Investment View – A pause for thought (opens the original)
Read excerpt
The mid-year earnings season has concluded, leading to a quieter market phase despite an overall upward trend driven by the US market. Structural speculative factors, particularly leveraged financial instruments, currently dominate market movements, overshadowing traditional long-term investing approaches. --- Please note, these views represent the opinions of the Evenlode team as of 13th August 2026 and do not constitute investment advice. Past performance is not a reliable indicator of future
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
Named in the text we hold. One piece can cover several.
Not enough subject data for this period yet.
Audience
No verified audience measurement yet.
About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
Identity or attribution wrong? Suggest a correction.