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Podcast: The Evenlode Podcast
Episode: Evenlode Income Investment View – An Interesting Juncture
Description: Despite a challenging year for relative performance for the fund primarily due to the increasingly heated AI infrastructure sector, we think this a very interesting juncture for our approach. This month we highlight several excellent, high-return, market-leading companies within the portfolio that are currently trading on unusually attractive free cash flow yields.---Please note, these views represent the opinions of the Evenlode team as of 10th October 2025 and do not constitute investment advice.Past performance is not a reliable indicator of future results. The value of investments can go down...