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Podcast: The Evenlode Podcast
Episode: Evenlode Global Equity Investment View - Review of Q1 2025
Description: The Evenlode Global Equity fund returned -0.7% in the first quarter of 2025, ahead of its comparator benchmark, the MSCI World Index, which returned -4.7%. The fund benefited from a general rotation away from the islands of relative strength in 2024 towards a broader palette of ex-US and ex-tech companies. Fundamental results for our companies remained superior to that of the index in Q4 2024.---Please note, these views represent the opinions of the Evenlode team as of 14th April 2025 and do not constitute investment advice.Past performance is not a reliable indicator...