It is time to shift focus back to free cash flow, valuation, independent research, and risk management.
The sheer amount of information and conflicting signals can be confusing to an investor. How, for example, do you assess the ESG performance of...
Going against the crowd in 2016-2020, when certain hot themes drove the market, caused a bumpy ride for Evli GEM fund. Then something changed. The...
Morningstar recently published an interesting piece of ESG research. Based on their analysts’ equity star ratings and Sustainalytics’ ESG Risk...
What kind of guiding principles could investors pin to their office wall? Here are some suggestions from our Global Equities team.
Valuation, margins of safety and accounting analysis can have an important role in the ESG process, as our Global Equities team demonstrates.
Investing is not a noisy room full of people intensely staring at stock price movements. At least not in Evli's Global Equities team.
Before investing in stocks, it’s worth formulating a plan and constructing a process that guarantees discipline. This is how we do it in the Global...
Is it still possible to find reasonably priced stocks? Yes, if you choose your hunting ground wisely, says Hans-Kristian Sjöholm from our Global...