Insights and Observations - Evenlode Investment View

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Insights and Observations from the C-suite and implications for the Evenlode Global Equity Fund

The summer conference season has begun. During the next few months, management teams will take to the road to share their strategy and explain current performance.

We recently attended the Bernstein Strategic Decisions Conference I New York, which hosted over 140 executives from leading US companies across a wide range of industries.

This provided us with an opportunity to deepen our knowledge of our coverage companies and to discover potential new ideas. The conference also provided insight into management teams’ thoughts on a number of key wider themes.

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Please note, these views represent the opinions of the Evenlode team as of 28th June 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

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