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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Tariff aftermath, portfolio update and new holdings
In this month's investment view, following the aftermath of the changes in US tariff policies, we provide a brief overview of recent company results and portfolio performance, together with a detailed overview of a new holding that was previously held by the portfolio.
Evenlode Income Fund
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Review of Q1 2025
In this quarter's investment view, we provide an overview of the first quarter for the portfolio and the wider market, and how we are positioning ourselves in the current turbulent market.
Evenlode Global Equity Fund
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Review of Q1 2025
In this quarter's investment view, we provide an overview of the first quarter for the portfolio and the wider market, and how we are positioning ourselves in the current turbulent market.
Evenlode Global Opportunities Fund