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 - 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
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Newsletter - March 2026
February markets rotated from services into asset-backed cyclical/defensive sectors amid 'Magnificent 7' weakness and AI-disruption fears, but we believe disruption risk is overstated and that trusted proprietary data franchises should become more valuable as AI adoption accelerates.
Evenlode UK Select
Evenlode Global Dividend Fund
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 UK Select
Evenlode Global Dividend Fund
Evenlode Global Opportunities Fund




