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Podcast: The Evenlode Podcast
Episode: Evenlode Global Equity Investment View – Q3 results roundup and AI update
Description: The third quarter financial reporting period is near complete, with over 90% of the Evenlode Global Equity portfolio companies having posted an update. The latest results have strengthened our conviction in the portfolio and provide us a welcome opportunity to update investors.---Please note, these views represent the opinions of the Evenlode team as of 24th November 2025 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...