The Evenlode Team

Hugh Yarrow

Fund Manager

Hugh Yarrow is the co-founder of Evenlode and is the lead Fund Manager of Evenlode Income, having launched the fund in October 2009. Previously he managed several equity income funds at Rathbone Unit Trust Management.

Hugh graduated from the University of Edinburgh with a first-class degree in Philosophy and Mathematics. He is a fellow of the Chartered Institute for Securities and Investment and holds the Investment Management Certificate.

Ben Peters

Fund Manager

Ben Peters is the co-founder of Evenlode and is the lead Fund Manager on the Evenlode Global Income Fund. He is also co-manager of Evenlode Income. He has been the investment analyst for Evenlode Income since the fund launched and became co-manager in December 2012.

Ben holds a doctorate from the University of Oxford and a first-class degree from University College London, both in the field of physics. He is also a member of the CFA Society of the UK and holds the Investment Management Certificate.

Chris Elliott

Fund Manager

Chris Elliott is a Fund Manager on the Evenlode Global Income Fund. He joined Evenlode in 2015 and has been a fund manager on the Evenlode Global Income fund since its launch in 2017. He has experience in computer programming, having worked for seven years as a senior software engineer.

Chris graduated from Cambridge University with a degree in Mathematics and Economics. He is also a CFA charter holder.

James Knoedler

Fund Manager

James Knoedler joined Evenlode in 2020 as a Fund Manager. He previously worked as an Equities Analyst at Independent Franchise Partners (IFP). Before that he worked as an Investment Analyst at Arisaig Partners and Newlands Investment Management.

James graduated from Oxford University with a first class degree in English and holds a Masters degree in Finance from the London Business School.

Chris Moore

Head of Research

Chris Moore joined Evenlode in 2018 and is Head of Research. He previously worked as an Equity Research Analyst at Investec Bank and Berenberg. Before that he worked in audit, M&A due diligence and restructuring at Deloitte and PwC.

Chris graduated from Warwick University having studied Accounting and Finance. He is a fully qualified Chartered Accountant (FCA) and Chartered Financial Analyst (CFA).

Tom Weller

Innovation Analyst

Tom Weller joined Evenlode in 2019 as an Innovation Analyst examining innovation across diverse industries and application areas. He draws on his broad scientific and business experience to analyse developments at large incumbent and new start-up companies, informing the Evenlode team’s analysis of current and potential investment risks and opportunities. He previously worked in academia, government and start-up labs and has deep experience of scientific research, innovation and education.

Tom holds a PhD in condensed matter physics and materials science.

Sawan Kumar

Head of Stewardship

Sawan Kumar joined Evenlode in 2017 and is Head of Stewardship. He is responsible for providing ongoing analysis of companies from a stewardship perspective and managing Evenlode’s voting and engagement activity. He previously worked as a Governance Analyst at Schroders and a Proxy Voting Analyst at Hermes EOS.

Sawan graduated from Flinders University with a Bachelors of Commerce specialising in Finance and is qualified from the Governance Institute of Australia in Governance and Risk Management. He has completed the Climate-related Financial Risk Course from Oxford University and has passed the CFA Certificate in ESG Investing.

Charlie Freitag

Stewardship Analyst

Charlie Freitag joined Evenlode in 2020 as a Stewardship Analyst. Prior to joining Evenlode, she worked as Sustainability Consultant for Mike Berners-Lee’s Small World Consulting.

Charlie graduated from the University of Glasgow with a BSc in Psychology, and has an MSc in Cognitive and Evolutionary Anthropology from the University of Oxford. She has also completed the Ambitious Futures fast-track leadership scheme and is currently working towards the ESG Investing Certificate.

Bethan Rose

Investment Analyst

Bethan Rose joined Evenlode in 2018 as an Investment Analyst.

Bethan graduated from the University of Exeter with a BSc in Economics. She has gained the Investment Management Certificate. In addition, having passed CFA Level 1, she is working towards the full Chartered Financial Analyst Program designation.

Robert Strachan

Investment Analyst

Robert Strachan joined Evenlode in 2019 having previously worked with the team as an intern in the summer of 2018 and is an Investment Analyst.

Robert graduated from the University of Oxford with a first-class master's degree in Chemistry. He has gained the Investment Management Certificate and is currently studying for the CFA Level 1 exam.

Charlotte Lamb

Investment Analyst

Charlotte Lamb joined Evenlode in 2019 and is an Investment Analyst.

Charlotte graduated from the University of Bath with a BSc Hons in Accounting and Finance. She has gained the Investment Management Certificate and is currently studying for the CFA Level 1 exam.

Cristina Dumitru

Trainee Investment Analyst

Cristina Dumitru joined Evenlode in 2020 as a Trainee Investment Analyst.

Cristina graduated from the University of Oxford with a PHD and worked as an immunology researcher studying diseases of the gut. She also trained as a pharmacist at the University of Bath with hospital and industry experience of pharmaceuticals, R&D and clinical trials.

Leon Cyril

Trainee Investment Analyst

Leon Cyril joined Evenlode in 2020 as a Trainee Investment Analyst, after completing an internship at the Investment Association. He previously worked in education and publishing sectors.

Leon graduated from Oxford University with an MA in Classics and is currently working towards the Investment Management Certificate.

Nicole Harrington

COO & Compliance Manager

Nicole Harrington joined Evenlode in 2016 and is Evenlode's Chief Operating Officer. Prior to joining Evenlode she was Head of Investment Management Operations with private bankers Arbuthnot Latham. Previously she was the Asset Services Manager at Legal and General Investment Management, and the Reconciliations Manager at Gartmore Fund Managers.

Nicole brings over thirty years of experience in both retail banking and investment management to Evenlode.

David Hopkins

Operations Manager

David Hopkins joined Evenlode in 2016 as an Operations Manager and leads the business development strategy and projects. Prior to joining Evenlode he was a Project Manager at T. Bailey Fund Services, which involved managing regulated fund launches and transfers, as well as acting as a relationship manager for a number of clients.

David graduated from Durham University with a law degree and completed his Legal Practice Course at York College of Law. He is a qualified accountant, is a member of the Institute of Chartered Accountants of Scotland and also holds the Investment Administration Qualification.

Richard Taylor

Compliance Manager

Richard Taylor joined Evenlode team in 2020 as Compliance Manager. Prior to joining Evenlode he was Compliance Director at T. Bailey Fund Services and T. Bailey Asset Management, where he was heavily involved with the launch and oversight of multiple investment funds along with the implementation of numerous regulatory change projects. Previously he was an Audit Senior at Deloitte’s Audit practice in Nottingham where he qualified as a Chartered Accountant.

Richard graduated from Warwick University Business School with a first-class degree in Management Sciences. He holds the Institute of Directors Certificate in Company Direction along with the CISI Investment Administration Qualification and he is currently studying for the CISI Certificate in Investment Management.

Callum McPherson

Dealing Manager

Callum McPherson joined Evenlode in 2015 as Dealing Manager and has a particular interest in financial market analysis.

Callum graduated from Leicester University with a BEng in Aerospace Engineering. He has also completed the Advanced Certificate in Global Securities Operations and is an Associate of the Chartered Institute for Securities and Investments.

Amy Hepworth-Bell

Business Manager

Amy Hepworth-Bell joined Evenlode in 2016 and is the firm’s Business Manager. Prior to joining Evenlode she worked in the Houses of Parliament as a Senior Parliamentary Assistant.

Amy graduated from the University of Manchester with an MA in Politics and has gained the Introduction to Investment certificate. She is currently working towards the Investment Management Certificate. 

Sarah Dudfield

Business Assistant

Sarah Dudfield joined Evenlode as a Business Assistant. Prior to joining Evenlode she worked in numerous administration, customer service and accounting roles. Sarah was also very proud to be treasurer for Emma’s Trust, a local charity which used to be based in Chipping Norton in memory of Emma Curtis-Smith, who sadly died at 18 following an asthma attack, the Trust awarded over £100,000.00 in grants to local children who had a passion for the performing arts, just like Emma.

Sarah has gained the Introduction to Investment Certificate.

Anne Adams

IT & Business Assistant

Anne Adams joined Evenlode in 2021 as the firm’s IT and Business Assistant. Prior to joining Evenlode she worked for Wise Investment Ltd as an IT assistant.

Anne has a completed a level 3 IT infrastructure technician apprenticeship and has the ITIL foundation certification. She is currently working towards the Administering Relational Databases on Microsoft Azure exam.

Sam Ratcliffe

Operations Apprentice

Sam Ratcliffe joined Evenlode in 2020 as an Operations Apprentice and primarily works closely with Callum McPherson on fund dealing issues.

Sam joined Evenlode from Chipping Norton Sixth Form where he studied English Literature, Business, and Sociology, and showed a passion for understanding the complexities of financial markets. He is currently studying for his Level 4 Investment Operations Specialist Qualification.

Latest Awards
Finalist Logo Fmya20 002
Eoa Awards 2019 Eo Business Hc
CLOSE

Search