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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On opportunities arising, and negative beta
AI-driven market volatility has created unusual price relationships and widened the gap between market valuations and Evenlode's assessment of high-quality businesses. This environment is producing opportunities for a diversified portfolio of cash-generative companies.
Evenlode Global Income Fund
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On opportunities arising, and negative beta
AI-driven market volatility has created unusual price relationships and widened the gap between market valuations and Evenlode's assessment of high-quality businesses. This environment is producing opportunities for a diversified portfolio of cash-generative companies.
Evenlode Global Dividend Fund
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Following the free cash flow
Interim results left IFSL Evenlode Income with robust portfolio fundamentals but a modest year-to-date return, as earnings progress was offset by valuation de-rating. However, cash generation, shareholder distributions, quality compounders, and new holdings continue to provide an attractive long-term compounding opportunity.
Evenlode Income Fund