The provision of the information in this website does not constitute an offer of securities to any person in the United States or to any U.S. Person as defined under the Securities Act of 1933, as amended. The Evenlode Funds are neither registered under the Securities Act 1933 of the USA, nor are they registered under the Investment Company Act of 1940. Consequently, the Evenlode Funds are not offered for sale or sold in the USA, its territories, possessions or protectorates under its jurisdiction, nor to nationals, citizens or residents in any of those areas, nor in any jurisdiction in which a fund is not authorised to be publicly sold. The funds are available only in jurisdictions where their promotion and sale are permitted.
The information contained on the website may not be redistributed directly or indirectly to any citizen or resident of the United States or any other jurisdiction where its distribution may be restricted by law. It is the responsibility of persons accessing the website to ensure that they are allowed to access the information contained herein.
Research, process and portfolio management
At Evenlode we take a long-term, business-perspective approach to investing, and work collegiately as a team. We have developed a meeting structure, risk management framework and proprietary software system that help the Evenlode team deliver this approach consistently over time. Please feel free to explore our research and portfolio management process in more detail via the series of videos below.