Evenlode UK Select Fund Investment View – Review and Outlook for 2026
About this episode
The episode discusses the investment view for the Evenlode UK Select Fund, reflecting on the past year and the current market conditions as of early 2026.
We usually use this first investment view of the year to discuss the previous 12 months, but given the unusually polarised stock market conditions of the first few weeks of 2026, we will also briefly discuss our current thoughts, and the very attractive opportunity set that we see within the portfolio. --- Please note, these views represent the opinions of the Evenlode team as of 10th February 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
More episodes of The Evenlode Podcast
- Evenlode Global Income Investment View – Fundamentals vs Fear
- Evenlode Global Dividend Investment View – Fundamentals vs Fear
- Evenlode UK Select Investment View – Is Quality Investing Dead?
- Evenlode Income Investment View – Is Quality Investing Dead?
- Evenlode Global Dividend Investment View – On a ‘very weird’ market, and controlling what you can
- Evenlode Global Income Investment View – On a ‘very weird’ market, and controlling what you can
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