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Evenlode Global Equity Investment View - Review of Q1 2025
Manage episode 479882491 series 2814272
Content provided by Amy Hepworth-Bell and Evenlode Investment. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Amy Hepworth-Bell and Evenlode Investment or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
The Evenlode Global Equity fund returned -0.7% in the first quarter of 2025, ahead of its comparator benchmark, the MSCI World Index, which returned -4.7%.
The fund benefited from a general rotation away from the islands of relative strength in 2024 towards a broader palette of ex-US and ex-tech companies. Fundamental results for our companies remained superior to that of the index in Q4 2024.
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Please note, these views represent the opinions of the Evenlode team as of 14th April 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
129 episodes
Share
Manage episode 479882491 series 2814272
Content provided by Amy Hepworth-Bell and Evenlode Investment. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Amy Hepworth-Bell and Evenlode Investment or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
The Evenlode Global Equity fund returned -0.7% in the first quarter of 2025, ahead of its comparator benchmark, the MSCI World Index, which returned -4.7%.
The fund benefited from a general rotation away from the islands of relative strength in 2024 towards a broader palette of ex-US and ex-tech companies. Fundamental results for our companies remained superior to that of the index in Q4 2024.
---
Please note, these views represent the opinions of the Evenlode team as of 14th April 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
129 episodes
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Similar to The Evenlode Podcast
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