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In this month's investment view, following the end of the Q1 reporting season, we detail some of our holdings and, outlining our valuation model, explain their positioning in the portfolio.

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Please note, these views represent the opinions of the Evenlode team as of 29th April 2024 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

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134 episodes