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 - September 2026
Equity and fixed income markets continued to give conflicting signals through August, reflecting the contrast between improved corporate profitability and macroeconomic uncertainty. Equity market records were broken again on both sides of the Atlantic in the first half of the month, with US and European indices hitting fresh highs.
Evenlode Global Dividend Fund
Evenlode Global Opportunities Fund
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CQ2 results
As of writing, 94% of the portfolio (by position weight) has reported for the second calendar quarter. This has been a highly encouraging reporting season both in terms of the company fundamentals and the improving narrative from the portfolio businesses.
Evenlode Global Opportunities Fund
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Newsletter - February 2026
Markets refocused on earnings in January, and despite macro softness and AI-driven scrutiny (especially in enterprise software), high-quality companies with durable advantages and recurring revenues look best positioned creating selective valuation opportunities for long-term investors.
Evenlode Global Dividend Fund
Evenlode Global Opportunities Fund