Hugh is the lead portfolio manager of Evenlode Income, the UK Equity Income fund he launched in October 2009.
Hugh graduated from the University of Edinburgh with a first class degree in philosophy and mathematics in 2002. From 2002 to 2009 he worked as an investment manager on several equity income funds at Rathbone Unit Trust Management. Hugh is a Chartered Fellow of the Chartered Institute for Securities & Investment and holds the Investment Management Certificate.
Ben has been co-manager of the Evenlode Income fund since 2012 having been the fund’s analyst since its launch in 2009. Ben is also the lead manager on the Evenlode Global Income fund and Evenlode Global Dividend Fund, launched in November 2017 and May 2018 respectively.
As a complement to his research Ben is actively engaged with the financial community, interacting with the IASB, EFRAG and others as a member of the Corporate Reporting User’s Forum.
Ben is a member of the CFA Society of the UK and has passed Level I of the Chartered Financial Analyst programme. He also holds the Certificate in Financial Planning and the Investment Management Certificate. Previously a physicist, in 2008 he was awarded a doctorate from the University of Oxford in the field of nanoelectronics.
Away from the office Ben is an amateur athlete, participating in cycling events and triathlons. He also enjoys music and is an occasional DJ.
Chris joined the Investment Management team in March 2015, having previously completed the Chartered Financial Analyst (CFA) examinations. Chris is an investment analyst for the Evenlode Income fund and co-manager for the Evenlode Global Income fund and Evenlode Global Dividend Fund.
With a background in economics, having received an MA from Cambridge University, and computer programming, previously a Senior Software Engineer at Oxford University Press; Chris primarily produces detailed fundamental analysis of companies and industries. This ranges from the quantitative analysis of financial ratios and valuations, to the qualitative analysis of business strategy and competitive advantages.
Further to this, Chris is responsible for the management and development of the investment data produced. This includes detailed ongoing reviews of the analytical process to further improve the use of data and our valuation models.
James joined Evenlode in April 2020 as a fund manager, having previously worked as an equities analyst at Independent Franchise Partners (IFP) from 2015 to 2020.
James graduated from Oxford University with a first class degree in English in 2005. Previously to IFP, he worked as an investment analyst at Arisaig Partners and Newlands Investment Management. He holds a Masters in Finance degree from London Business School.
Chris joined Evenlode Investment Management in February 2018 having previously been 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 is a fully qualified Chartered Accountant (FCA) and Chartered Financial Analyst (CFA), and studied Accounting and Finance at Warwick University.
Tom joined Evenlode in July 2019 as an Innovation Analyst. He has deep experience of scientific research, innovation and education, having worked in academia, government and startup labs. Prior to joining Evenlode he taught physics and led the highly successful Extended Projects department at St Paul’s School. He loves to read science fiction, and scientific papers.
Tom holds a PhD in condensed matter physics and materials science. His work discovered new graphite intercalate superconductors, for which he won the Carey-Foster prize. Following his research work Tom left to set up Septricity, an alternative energy technology, and subsequently joined startup Trophos, taking up a VC funded post-doc position at Harvard.
Tom examines innovation across diverse industries and application areas. He draws on his broad scientific and business experience to analyse developments at large incumbent and new startup companies, informing the Evenlode team’s analysis of current and potential investment risks and opportunities.
Sawan joined the Evenlode Investment team as a Stewardship Analyst in 2017 after having previously worked as a Governance Analyst at Schroders and a Proxy Voting Analyst at Hermes EOS. He is responsible for providing ongoing analysis of companies from a stewardship perspective and managing Evenlode’s voting and engagement activity.
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 and Management. He recently completed the Climate-related Financial Risk Course from Oxford University and is working towards completing the Investment Management Certificate after having passed Unit 1.
Bethan joined the Evenlode team in April 2018 as Trainee Investment Analyst.
After graduating from the University of Exeter in 2016 she holds a BSc in Economics, and whilst working at Evenlode has passed both Unit 1 & Unit 2 of the Investment Management Certificate. Further to this, after having passed the CFA Level 1 exam she is currently working towards gaining the full Chartered Financial Analyst Program designation.
Robert joined Evenlode in September 2019 as a Trainee Investment Analyst, having previously worked with the team as an intern in the summer of 2018.
Robert graduated from the University of Oxford with a first-class master's degree in Chemistry and is now working towards completing the Investment Management Certificate.
Outside of the office, Rob spends most of his free time cycling, reading and cooking.
After graduating from the University of Bath with a BSc Hons in Accounting and Finance, Charlotte joined the Evenlode Investment team in October 2019 as a Trainee Investment Analyst.
Charlotte is currently working towards achieving the Investment Management Certificate and will progress onto the CFA Level 1 in 2020.
Outside of work Charlotte spends her time cycling, golfing and playing touch rugby.
Nicole joined the Investment Management team in January of 2016 as its fund operations manager. Nicole brings to Evenlode over thirty years of experience in both retail banking and investment management.
Her last appointment was head of investment management operations with private bankers Arbuthnot Latham. Prior to this she was the asset services manager at Legal and General Investment Management, and the reconciliations manager at Gartmore Fund Managers.
David joined Evenlode in May 2016 to lead the business development strategy and projects.
David is particularly keen to ensure the funds receive an excellent administration service, allowing the fund managers and analysts to concentrate on fund management and investment research.
David has a law degree from Durham University, and completed his Legal Practice Course at York College of Law. David is a qualified accountant and a member of the Institute of Chartered Accountants of Scotland. He also holds the Investment Administration Qualification.
Before joining Evenlode, David 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.
Richard joined the Evenlode team in February 2020 as Compliance Manager after previously serving as Compliance Director at T. Bailey Fund Services and T. Bailey Asset Management, where he worked for nearly twenty years.
Richard graduated from Warwick University Business School with a first-class degree in Management Sciences in 1995 after which he joined Deloitte’s Audit practice in Nottingham where he qualified as a Chartered Accountant in 1998. Richard continued to work as an Audit Senior at Deloitte until 2000, when he left to join T. Bailey. During Richard’s time at T. Bailey he held various senior operational roles prior to becoming Compliance Officer in 2006 and Compliance Director in 2015. In his compliance roles at T. Bailey, Richard was heavily involved with the launch and oversight of multiple investment funds along with the implementation of numerous regulatory change projects.
Richard 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.
Outside of work Richard enjoys time with the family as well as helping at his local Church and enjoying the great outdoors (walking, cycling and golf).
Callum joined the Investment Management team in March 2015 and is responsible for the dealing of the funds. A particular area of interest is financial market analysis.
Callum came to Evenlode with a BEng in Aerospace Engineering from Leicester University. Whilst at Evenlode Callum has passed the Advanced Certificate in Global Securities Operations, and is an Associate of the Chartered Institute for Securities and Investments.
Amy joined Evenlode back in December 2016 and is now Business Manager for the Evenlode team.
She previously worked in the Houses of Parliament as a Senior Parliamentary Assistant, running an MP's office and helping him write speeches, draft Parliamentary questions and tackle constituency casework.
Amy has an MA in Politics from the University of Manchester and has gained the Introduction to Investment certificate. She is currently studying for the Chartered Secretaries Qualifying Scheme (CSQS).
Sarah joined Evenlode in January 2018 as Business Assistant.
In the past Sarah has worked in numerous roles of administration, customer service and accounting.
Sarah was 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 the tender age of 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 is currently working towards gaining the Introduction to Investment certificate.
Outside of work Sarah has a passion for wildlife and photography.