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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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 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 Equity Fund
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Moats in the sale
Every stock market cycle is unique, but with generative-AI euphoria in full swing it is hard to ignore the parallels at play today with previous technology capital investment booms – not least the TMT boom of the late 1990s. Here we discuss in detail how three of our current investments are harnessing AI technology for product development.
Evenlode Income Fund