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.
Evenlode Newsletter
Each month we aim to deliver a curated digest of our latest insights, updates, and reflections on the work happening at Evenlode Investment. Our mission remains steadfast: delivering sustainable, long-term returns while prioritising quality, resilience, and the thoughtful stewardship of your capital.
Latest articles
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Field notes from the portfolio
After the war-related sell-off in March, global stock markets recovered in the second quarter on the back of more positive political and economic news. This month we begin with a portfolio update, covering recent news from two holdings, Howden Joinery and Experian. We then share observations on the adoption of generative AI across the corporate sector, drawing on recent conversations with management teams.
Evenlode Income Fund
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Newsletter - July 2026
Volatility returned to the equity markets in June, as investors began to reassess stretched expectations in AI-related growth and duration-sensitive assets. We have seen the market begin to rationalise in July with some early signs of recovery in many of the more traditional quality sectors. We believe the Evenlode portfolios are very well positioned for such a shift in market sentiment.
Evenlode Income Fund
Evenlode Global Income Fund
Evenlode Global Equity Fund
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Field notes from the portfolio
After the war-related sell-off in March, global stock markets recovered in the second quarter on the back of more positive political and economic news. This month we begin with a portfolio update, covering recent news from two holdings, Howden Joinery and Experian. We then share observations on the adoption of generative AI across the corporate sector, drawing on recent conversations with management teams.
Evenlode UK Select