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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 TB 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

View all Documents

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

Fund Manager

Chris Elliott is a fund manager on the Evenlode Global Income strategy, which launched in 2017, and on the TB 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
Accred 2023 3star
Finalist Logo Fmya20 002