Evenlode Investment is an independent, employee-owned asset manager based in the North Cotswolds. Our collegiate team are committed to generating long-term returns for our co-investors by investing in high quality businesses with sustainable cash flows.
We are a forward-looking firm with old fashioned values. Our team is focused on delivering long-term wealth for clients through steady compounding and diligent risk management. We highly value the continuity and independence of our investment service, and take our client responsibilities seriously. We are committed to communicating our investment approach and decisions to give you the best possible insight into how your capital is being invested for the long term.
Evenlode funds
We invest in cash generative companies with attractive structural growth drivers, offered through three long-only equity strategies.
We aim to find the best quality businesses - companies that have strong competitive positions, generate attractive cash flows and offer strong environmental, social and governance (ESG) credentials to deliver capital growth and income.
How to invest
Please select the relevant fund page for full details.
Latest articles
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A bubble in quality
This month we discuss the market performance and valuation of quality companies including the recent underperformance of high-quality businesses despite their solid financials and dividend growth. We further explore the complexities of market indices and valuation metrics.
Evenlode Global Income Fund
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A bubble in quality
This month we discuss the market performance and valuation of quality companies including the recent underperformance of high-quality businesses despite their solid financials and dividend growth. We further explore the complexities of market indices and valuation metrics.
Evenlode Global Dividend Fund
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Q3 results roundup and AI update
The latest company results have strengthened our conviction in the portfolio and provide us a welcome opportunity to update investors. Recent months have told a brutal story of bifurcation: AI-focussed companies, banks, and capital goods sectors thrived while many quality companies suffered significant share price declines, often exceeding 20%. The reported results, however, have defied the market noise.
Evenlode Global Opportunities Fund