Przejdź do trybu offline z Player FM !
Banks - Evenlode Global Investment View
Manage episode 359785720 series 2814272
Regular readers will no doubt be surprised to see us weighing in on the banking crisis, given Evenlode’s exclusive focus on companies with high and persistent unlevered return on investment capital.
This has always precluded bank ownership by our strategies, but given the materiality of the situation, we felt it important that we help our clients understand our thinking and the relevance of the events to our portfolio and our investment philosophy.
---
Please note, these views represent the opinions of the Evenlode team as of 27th March 2023 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 they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.
For more information visit evenlodeinvestment.com
100 odcinków
Manage episode 359785720 series 2814272
Regular readers will no doubt be surprised to see us weighing in on the banking crisis, given Evenlode’s exclusive focus on companies with high and persistent unlevered return on investment capital.
This has always precluded bank ownership by our strategies, but given the materiality of the situation, we felt it important that we help our clients understand our thinking and the relevance of the events to our portfolio and our investment philosophy.
---
Please note, these views represent the opinions of the Evenlode team as of 27th March 2023 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 they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.
For more information visit evenlodeinvestment.com
100 odcinków
Wszystkie odcinki
×Zapraszamy w Player FM
Odtwarzacz FM skanuje sieć w poszukiwaniu wysokiej jakości podcastów, abyś mógł się nią cieszyć już teraz. To najlepsza aplikacja do podcastów, działająca na Androidzie, iPhonie i Internecie. Zarejestruj się, aby zsynchronizować subskrypcje na różnych urządzeniach.