Evenlode UK Select Investment View – The Fundamental Algorithm
About this episode
The episode discusses the gap between strong company fundamentals and depressed valuations in global markets, highlighting recent performance updates of portfolio holdings.
Global markets have recovered from the recent turbulence, yet a clear gap has opened between strong company fundamentals and depressed valuations. This month we discuss the recent performance updates of several of the portfolio’s holdings which are forecasting robust organic growth in revenues and earnings. --- Please note, these views represent the opinions of the Evenlode team as of 29th May 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 – A postcard from America Part 2 – Economic and investment themes
- Evenlode Global Dividend Investment View – A postcard from America Part 2 – Economic and investment themes
- Evenlode Income Investment View – The Fundamental Algorithm
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