Join Charlie McCann, Investment Research Analyst at Square Mile Investment Consulting and Research, as he speaks with Chris Elliott and James Knoedler, Fund Managers of the Evenlode Global Equity Fund.

Together, they explore Evenlode’s strategy to global equity investing, current market volatility, the investment case for active management, and key investment sector themes including financials and technology.

Don't have time to listen to the full episode, jump to your favourite part:

• 00:55 Tell us about your background?
• 04:55 What as fund managers are you trying to achieve?
• 06:50 For long- term client outcomes, what type of market environment would this strategy be expected to perform better?
• 08:20 What is your take on the recent market moves and Evenlode’s approach to this?
• 10:36 How has the fund performed throughout the spike in market volatility?
• 12:35 What are Evenlode’s insights into the economic and political landscape?
• 15:23 Digging into Portfolio in more detail, can you dispel some of the myths around investing in the financials and what you feel about technology and other sectors?
• 17:49 Any stocks that have made their way into the Portfolio recently?
• 19:41 What is the investment case for active management going forward?
• 23:35 What is life as investors outside of the city like?

This podcast was recorded in April 2025. This podcast is issued by Square Mile Investment Consulting and Research Limited which is registered in England and Wales (08791142) and is a wholly owned subsidiary of Titan Wealth Holdings Limited (Registered Address: 101 Wigmore Street, London, W1U 1QU).

This podcast is for the use of professional advisers and other regulated firms only and should not be relied upon by any other persons. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Ltd (“SM”). SM makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of SM at the date of issue but may be subject to change without reference or notification to you. SM does not offer investment advice or make recommendations regarding investments and nothing in this podcast shall be deemed to constitute financial or investment advice in any way and shall not constitute a regulated activity for the purposes of the Financial Services and Markets Act 2000. This podcast shall not constitute or be deemed to constitute an invitation or inducement to any person to engage in investment activity. Should you undertake any investment activity based on information contained herein, you do so entirely at your own risk and SM shall have no liability whatsoever for any loss, damage, costs or expenses incurred or suffered by you as a result. SM does not accept any responsibility for errors, inaccuracies, omissions, or any inconsistencies herein. Past performance is not a guide to future returns.

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