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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Newsletter - June 2026
May was a more constructive month for equity markets, with broader sentiment continuing to recover against a still uncertain macroeconomic backdrop. Fears of stickier inflation remain, and the path towards a more accommodative environment seems to be drifting further on the horizon. Meanwhile, any second-guessing of the dominant AI capex narrative could see a sharp rotation in global stocks.
Evenlode UK Select
Evenlode Global Dividend Fund
Evenlode Global Opportunities Fund
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Newsletter - May 2026
US markets rallied in April on strong earnings despite mounting risks from Middle East energy shocks and monetary policy uncertainty. The investment approach stays anchored in quality compounders - durable moats, strong balance sheets, high returns on capital - which are well-suited to a backdrop where volatility should be treated as the norm.
Evenlode UK Select
Evenlode Global Dividend Fund
Evenlode Global Opportunities Fund
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Newsletter - April 2026
Middle East tensions disrupted key energy routes, lifting oil prices and increasing inflation risk complicating the outlook for central banks. Markets have seen bouts of risk aversion, but we remain focused on portfolio companies with strong balance sheets, cash generation, and pricing power.
Evenlode UK Select
Evenlode Global Dividend Fund
Evenlode Global Opportunities Fund