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Podcast: The Evenlode Podcast
Episode: Insights and Observations - Evenlode Investment View
Description: Insights and Observations from the C-suite and implications for the Evenlode Global Equity FundThe 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’ th...