Evenlode UK Select Fund Investment View – Field notes from UK travels
About this episode
The episode discusses the Evenlode UK Select Fund's investment view based on recent travels in the UK, focusing on resilient market leaders and attractive valuations.
Despite recent turbulence, our portfolio remains focused on resilient market leaders; we see unusually attractive valuations, strong cash generation and selective opportunities tied to structural investment trends. This month, we will discuss several holdings that we have met with over the last month to give some flavour of what we are hearing on the ground. --- Please note, these views represent the opinions of the Evenlode team as of 22nd April 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 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
People in this episode
Host: Evenlode Investment
Topics covered
- investment view
- UK travels
- market leaders
- valuations
- cash generation
- investment trends
Keywords
- Evenlode UK Select Fund
- investment view
- UK travels
- market leaders
- valuations
- cash generation
- investment trends
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- Evenlode Global Dividend Investment View – Familiar figures
- Evenlode Income Investment View – Field notes from UK travels
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