Since launching the Evenlode Global Equity fund in July 2020, we have operated in remarkable economic conditions.
The global pandemic increased financial market volatility, with recurrent bouts of uncertainty sparked by new virus variants and potential public health responses.
In the equity markets, 2021 will be remembered for a market resurgence led by technology stocks as the global digital transition was accelerated by COVID’s persistence.
In this investment view, we review the fund’s performance over the past year, recent portfolio changes, and the valuation environment for 2022.
Table and charts mentioned in this episode can be found here.
Please note, these views represent the opinions of the Evenlode team as of January 2022 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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