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Podcast: The Evenlode Podcast
Episode: Evenlode UK Select Investment View β Is Quality Investing Dead?
Description: A few articles have appeared over recent weeks in the financial press, entitled βis quality investing dead?Our view is that the market has pushed this narrative too far; the portfolio holdings are currently cheaper on aggregate than the UK market, and very substantially cheaper than the global stock-market which has created a valuation opportunity that is commensurately compelling.---Please note, these views represent the opinions of the Evenlode team as of 16th March 2026 and do not constitute investment advice.Past performance is not a reliable indicator of future results. The va...