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Evenlode Global Opportunities Fund

The Evenlode Global Opportunities Fund is an Irish-domiciled fund launched on the 10 May 2021 and invests using the same strategy as the UK-domiciled IFSL Evenlode Global Equity Fund. The 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.

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.

Awards and Ratings

Msci  Esg  Aa 002 Morningstar Sustainability Rating High Morningstar low carbon

Fund Managers

Chris Elliott

Portfolio Manager

Chris Elliott is a Portfolio Manager on the Evenlode Global Equity and Global Income strategies teams and joined Evenlode in 2015. Prior to Evenlode, Chris worked as a senior software engineer.

Chris graduated from Cambridge University with a degree in Mathematics and Economics. He is a fully qualified Chartered Financial Analyst.

James Knoedler

Portfolio Manager

James Knoedler is a Portfolio Manager on the Evenlode Global Equity strategies team and joined Evenlode in 2020. He previously worked as an Analyst at Independent Franchise Partners, Arisaig Partners and Newlands Investment Management.

James graduated from Oxford University with a first-class degree in English and holds a master’s degree in finance from the London Business School.

Portfolio Details

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