Overview
Latest factsheetThe 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
Fund attributes
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Emphasis on sustainable real capital growth
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Focus on companies with high returns on capital and strong free cash-flow
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Underlying revenue streams from diverse geographies
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Low portfolio turnover, long-term holding periods
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Focus on larger companies, with growth opportunities
Latest factsheet commentary
Latest investment views
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Q3 2024 update
In this quarter's investment view, we provide an overview of the fund's performance in light of the extraordinary and hard-to-repeat idiosyncrasy of the market this year.
Evenlode Global Opportunities Fund
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First quarter results 2024
In this quarter's investment view, we discuss the portfolio's performance in relation to the recent strong performance of global markets.
Evenlode Global Opportunities Fund
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Third quarter results
In this quarter's investment view, we will delve into a selection of the third quarter results and explore the wider trends that have driven the fund's robust performance.
Evenlode Global Opportunities Fund
Please see factsheet for further details.