Portfolio changes, and a reflection on 2023 - Evenlode Global Investment View

The Evenlode Podcast

We end the year with a little activity in the Evenlode Global Income portfolio, having sold out of two positions and buying two others in their place through November and the early part of December.

As we’ll see these are not like-for-like swaps in terms of industry, but in the context of overall portfolio positioning they add some diversification and valuation appeal.

At the end we’ll take a quick look back at the year as we enter the holiday season.

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Please note, these views represent the opinions of the Evenlode team as of 18th December 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.

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