Evenlode Income Investment View – Embedded Value, New Holdings

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The Evenlode Podcast

Evenlode Investment

145 episodes

18 hours ago

Evenlode is a dedicated, independent investment team based in rural Oxfordshire, UK. Our podcast episodes focus on the Evenlode funds, updating investors on performance, and general macro environment. https://evenlodeinvestment.com

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Evenlode Income Investment View – Embedded Value, New Holdings

The Evenlode Podcast

21 minutes

4 months ago

Evenlode Income Investment View – Embedded Value, New Holdings

In this month's investment view, as market volatility continues and geopolitical uncertainty remains high, we provide an overview of a few existing and new stocks that we believe offer long-term embedded value for the portfolio.

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Please note, these views represent the opinions of the Evenlode team as of 12th June 2025 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