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Banks - Evenlode Global Investment View

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Manage episode 359785720 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://ro.player.fm/legal.

Regular readers will no doubt be surprised to see us weighing in on the banking crisis, given Evenlode’s exclusive focus on companies with high and persistent unlevered return on investment capital.

This has always precluded bank ownership by our strategies, but given the materiality of the situation, we felt it important that we help our clients understand our thinking and the relevance of the events to our portfolio and our investment philosophy.

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Please note, these views represent the opinions of the Evenlode team as of 27th March 2023 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

  continue reading

99 episoade

Artwork
iconDistribuie
 
Manage episode 359785720 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://ro.player.fm/legal.

Regular readers will no doubt be surprised to see us weighing in on the banking crisis, given Evenlode’s exclusive focus on companies with high and persistent unlevered return on investment capital.

This has always precluded bank ownership by our strategies, but given the materiality of the situation, we felt it important that we help our clients understand our thinking and the relevance of the events to our portfolio and our investment philosophy.

---

Please note, these views represent the opinions of the Evenlode team as of 27th March 2023 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

  continue reading

99 episoade

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