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Podcast: The Evenlode Podcast
Episode: Banks - Evenlode Global Investment View
Description: 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 in...