Evenlode Investment portfolio manager Chris Elliott wrote an article for Investment Week discussing how the AI narrative has created a generational opportunity in quality stocks.

Evenlode Investment Management is an employee-owned, North Cotswolds based investment company, with a sole focus on investing in the shares of high-quality companies over the long term, whilst creating a positive social impact on behalf of both individual and institutional clients. We view shares as fractional stakes in real companies, rather than pieces of paper to constantly trade, and we invest for the long-term. We take a similarly long-term approach to developing the Evenlode business. We're committed to building an investment company that will be there for its clients through thick and thin. Our approach is straightforward. We look for long-term investments in a small number of high quality businesses. We choose them rationally and get to know them thoroughly. These are solid businesses, providing goods or services that people will always want and need. They may not be glamorous or the flavour of the month, but they will endure and thrive over time.