Stewardship overview

Poppy field near Alvescott

Our purpose is to preserve and enhance the value of our client’s assets through long-term engagement and analysis.

We believe integrating environmental, social and governance (ESG) factors into our investment process and actively engaging with our investee companies, can help to sustain and improve returns for our clients, over the long term.

The team

We look for strength in depth within our team and have hired individuals with experience from a diverse range of backgrounds to ensure we address all of Evenlode’s values as a business and within our investment process.

As an employee-owned business the aim is to build a multi-generational team where the business can be handed from one set of employee-owners to another over time, whilst continuing to consistently apply the investment process to the portfolios we manage.

The concept of delivering in the long term for all stakeholders means that the team is structured to take collective ownership for the investment decisions made, whilst containing lines of individual responsibility to ensure that accountability is not dissolved.

Latest stewardship video

In this video, Lily Postlethwaite explains how Evenlode uses the steady increase in financed emissions analysis to make more informed investment decisions.

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Stewardship

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