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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The fundamental algorithm
Global markets have recovered from the recent turbulence, yet a clear gap has opened between strong company fundamentals and depressed valuations. This month we discuss the recent performance updates of several of the portfolio’s holdings which are forecasting robust organic growth in revenues and earnings.
Evenlode Income Fund
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A postcard from America Part 1 – A focus on markets
Following a recent New York trip, we examine how passive investing and thematic indices are distorting valuations, alongside related shifts in debt markets and AI integration. Amid these momentum dynamics, we conclude that active fundamental investors should focus on undervalued opportunities.
Evenlode Global Income Fund
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A postcard from America Part 1 – A focus on markets
Following a recent New York trip, we examine how passive investing and thematic indices are distorting valuations, alongside related shifts in debt markets and AI integration. Amid these momentum dynamics, we conclude that active fundamental investors should focus on undervalued opportunities.
Evenlode Global Dividend Fund