We have been in the thick of interim results season over the last month and have now heard from more than 85% of the portfolio and met with a plethora of management teams.
Good fundamental growth is coming through, and several companies upgraded guidance for the year. The aggregate portfolio is forecast to grow earnings per share by at least +10% for the current year.
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Please note, these views represent the opinions of the Evenlode team as of 7th August 2026 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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