Evenlode Global Income fund disposes of Disney in favour of 2020 valuation opportunities

Structural issues compel managers to dump brand

James Baxter-Derrington
clock • 4 min read

A combination of short- and long-term factors has led Evenlode Global Income to drop the world’s second largest media conglomerate, Disney, from its portfolio, along with Hugo Boss, Informa and Sabre.

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