Fidelity, Invesco and Liontrust among funds awarded Fundcalibre ‘Elite’ rating
Orbis Global Balanced also among the seven new ratings
Evenlode
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Evenlode’s Elliott, Knoedler and Dyer: Why we don’t ‘buy low, sell high’ in our funds
Evenlode’s Global Equity team discusses launching during the pandemic, severing emotion from sell discipline, and why investing in brands is ‘high maintenance’
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Q&A with Evenlode’s Chris Elliott and James Knoedler: Compounding cashflows and unmet needs
Portfolio Adviser quizzed the management duo on their stock picking strategy
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Director pay to dominate asset manager voting at AGMs
‘Corporates can no longer depend on shareholder apathy to have company business waved through once a year’
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Evenlode gains independence as parent demerges partner companies
Oak Investment Partnership will split into Evenlode, Wise Funds and Wise Investment in July
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Evenlode branches out from income stable with global equity fund launch
‘The concise investment style should provide a high degree of active share’
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Evenlode and Findlay Park most likely to be held by UK fund-of-funds
New Morningstar report analyses the £150bn fund-of-funds market
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Evenlode hires global equities manager as it plans fresh fund
James Knoedler will assist with a new fund that is in the works
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‘We have added three holdings’: Quarantine Q&A with Evenlode’s Ben Peters
US payroll outsourcer, Swedish tech firm and German ticketing businesses join portfolio
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Swiss companies are flying the flag for ESG
Switzerland comes out top in its ability to attract and retain a highly skilled workforce
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Evenlode and Schroders feature in new fund ratings watchlist
Fundcalibre launches ratings for funds with less than three-year track records
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Evenlode’s Peters escapes brother-in-law Yarrow’s shadow
Ben Peters of Evenlode on the meteoric rise of the boutique firm out of the ashes of the financial crunch and how his training as a physicist informs the scientific approach to stock selection that has allowed the firm’s flagship fund to hit a cool £2bn.