We seek real, durable returns for our clients over the long term, investing in a sustainable way that contributes to a positive future.
We believe in quality over quantity and follow a select group of companies extremely closely using thorough risk focused evaluation processes. We care deeply about what we do and our business model ensures we take our client and employee responsibilities very seriously.
Risk evaluation process - Eddie
To support the risk-focused evaluation process, we have developed a proprietary software system known as 'EDDIE' (the otter) which incorporates the meeting structure and risk management framework. This includes tools to support investment decisions including all stewardship and engagement actions that help the Evenlode team deliver this approach consistently over time.
Investment process videos
Please explore our investment philosophy, process and risk management in more detail via the series of videos below.
Investment philosophy and process
Our three equity strategies share a common investment philosophy and process which is carefully managed using a collegiate team-based approach; this includes a dedicated Stewardship team who focus on a proactive approach to stewardship and engagement.
Using a sophisticated active risk management process focused on long-term investments (five years or more), we hold high quality companies with the following features: