Evenlode Investment (James Knoedler)
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Learning: Knowledge
James Knoedler Portfolio Manager at Evenlode Investment, shares his unique approach to long-term investing with a focus on companies that offer durable pricing power and competitive advantages. Drawing from his deep personal interest in classical music and literature, James discusses the principles that guide his investment philosophy: finding companies that provide essential products with a predictable, long-term growth trajectory. He emphasises the importance of investing in businesses that offer true value to their clients while ensuring their pricing reflects the improvement they bring. James discusses the critical factors that drive his investment decisions, from quality screening to understanding market shifts. He also shares key lessons from his career, such as the importance of emotional maturity and resilience through market cycles. Evenlode’s approach is centred on discovering high-quality equities that can stand the test of time, generating attractive, inflation-beating returns for their clients. Evenlode Investment is one of the handpicked fund managers of Curate Investments.
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