Evenlode UK Select Investment View – Is Quality Investing Dead?

About this episode

The episode discusses the narrative around quality investing and presents the Evenlode team's perspective on current market valuations.

A few articles have appeared over recent weeks in the financial press, entitled ‘is quality investing dead? Our view is that the market has pushed this narrative too far; the portfolio holdings are currently cheaper on aggregate than the UK market, and very substantially cheaper than the global stock-market which has created a valuation opportunity that is commensurately compelling. --- Please note, these views represent the opinions of the Evenlode team as of 16th March 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

Topics covered

• quality investing
• market valuation
• investment strategy
• financial press
• UK stocks

Keywords

• quality investing
• market opportunity
• investment advice
• financial press
• UK market

Mentioned in this episode

Organizations: Evenlode Investment

Places: UK, global stock-market, UK market

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• Evenlode Global Income Investment View – Familiar figures · June 3, 2026 · 10 min
• Evenlode Global Dividend Investment View – Familiar figures · June 3, 2026 · 10 min
• Evenlode UK Select Fund Investment View – Field notes from UK travels · May 12, 2026 · 21 min
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