Evenlode Global Equity Fund

The Evenlode Global Equity fund will invest in companies with attractive structural growth opportunities, sustainable competitive advantages, and sustainable reinvestment that safeguards and extends their businesses. 

We believe that by identifying these companies, investing at sensible valuations, and monitoring business risk, we will be able to deliver attractive long-term returns to our investors. The Evenlode Global Equity fund follows the Evenlode Investment Philosophy and Process, which is common to all of our funds, but is designed for investors who wish to prioritise capital growth. 

Fund attributes
  • Emphasis on sustainable real capital growth

  • Focus on companies with high return on capital and strong free cash flow

  • Underlying revenue streams from diverse geographies

  • Low portfolio turnover, long-term holding periods

  • Focus on larger companies, with growth opportunities

Key Details

Evenlode Global Equity Factsheet - April 2021

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An introduction to the new fund

In this video, Chris Elliott and James Knoedler introduce the new fund, telling us what they look for in a portfolio company.

Where to invest

Evenlode funds are available through a number of channels depending on what type of investor you are.

For more details on the fund, please contact Spring Capital (evenlode@springcapitalpartners.com). 

How to invest
  • Chris Elliott

    Chris Elliott

    Fund Manager

    Chris is a fund manager on the Evenlode Global Equity Fund and the Evenlode Global Income Fund. He joined Evenlode in March 2015 and has been a fund manager on the Evenlode Global Income fund since its launch in 2017. Chris graduated from Cambridge University with a degree in Mathematics and Economics in 2007. He has experience in computer programming, having worked for seven years as a senior software engineer. He is also a CFA charter holder.

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  • James Knoedler

    James Knoedler

    Fund Manager

    James is a fund manager on the Evenlode Global Equity Fund. He joined Evenlode in April 2020, 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. 

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