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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.

Effective 2 October 2023, the ACD of this fund, T. Bailey Fund Services Limited, changed name to Waystone Fund Services (UK) Limited. As a result, the name of the fund is now WS Evenlode Global Equity instead of TB Evenlode Global Equity. Documents dated prior to 2 October 2023 will still use the TB prefix and documents dated after 2 October 2023 will use the WS prefix.

Key Details

About this Fund

  • 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

Fund Documents

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How to Invest

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

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Awards and Ratings

Chris Elliott Msci  Esg  Aa 002 Morningstar Sustainability Rating High Morningstar low carbon

Fund Managers

Chris Elliott

Fund Manager

Chris Elliott is a fund manager on the Evenlode Global Income strategy, which launched in 2017, and on the Evenlode Global Equity fund, which launched in 2020.

Chris is a fully qualified Chartered Financial Analyst and has a degree from the University of Cambridge in Mathematics and Economics. Prior to Evenlode, Chris worked as a senior software engineer.

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.

Latest Awards
Best Companies World Class to Work For 2023
Best Companies Top 25 Best Small Companies 2023
Best Companies Top10 Financial Services 2023