From Morningstar:

Chris Elliott and James Knoedler, fund managers of the Morningstar 5-star rated Evenlode Global Equity fund, discuss their investment strategy and views on various market topics. They focus on companies with cash generation and pricing power, avoiding asset-intensive sectors like energy and mining. They also prioritize low leverage and resilience to insulate the portfolio from economic scenarios. Their investment strategy involves holding companies with resilient pricing power at sensible prices. It is important to them to avoid falling in love with ‘forever stocks. They would never invest in a company that lacks pricing power, such as those that produce commoditized products. They believe that investors should seek to participate in ‘value’ and that pension of financial assets, preferably equities, is preferred. They view growth stocks as having the capability to grow revenue at the same pace as the wider economy. They do not view cryptocurrency favorably, and believe there is a lack of value in the absence of liquidity. They believe that diversifying hiring in fund management and changing the work culture can help improve fund management diversity. They see proxy voting and engagement with companies as very important duties to clients and investors. As for advice, the best bit of advice they’ve ever received is that “you aren’t learning anything when you’re talking.” If they weren’t fund managers, Chris Elliott would work in technology or run his own software business, while James Knoedler is uncertain what he would have done.



Read more: 13 Questions for Evenlode’s Elliott and Knoedler