The Evenlode Stewardship Framework

By Sawan Kumar

As long-term investors, we consider Stewardship to be an important part of our investment philosophy, and engage actively with the companies in which the Evenlode funds are invested. We believe that the consideration of environmental, social and governance (ESG) factors in our investment process can help to sustain and improve returns for Evenlode clients, whilst also having the potential to create a positive impact in the economy and society more broadly. Non-financial measures such as management quality, company culture, governance strength, long-term investment, attitude to capital structure, remuneration policies, labour relations and approach to climate change are considered in our analysis. These considerations contribute to both the initial selection of potential investments, and the ongoing engagement activities we have with portfolio holdings.

Our statement of compliance to the UK Stewardship Code can be accessed below: