Evenlode invests in cash generative companies with attractive structural growth drivers, offered through three long-only equity strategies.
Founded in 2009
Strategies
Evenlode manages three active equity strategies – which share a common investment philosophy, process, and wider investment team. Their approach identifies quality companies– characterised by high returns on capital, recurring revenue streams, strong competitive positions and pricing power– to deliver capital growth and income. This shared investment thesis allows the broader investment team to research ideas relevant for all strategies, thus ensuring a comprehensive and consistent approach across the Evenlode fund family.
Evenlode Global Equity
The objective of this strategy is to deliver capital growth through a diversified portfolio of global equities.
The managers maintain an unwavering focus on quality companies exhibiting high returns on capital, a strong economic moat, and pricing power. The approach is characterised by a long-term business perspective and rigorous valuation discipline. It’s managed by a three person team, which is complemented by the broader investment team.
Evenlode Global Income
Aiming to deliver both capital growth and income from a global equity portfolio, the strategy prioritises investments in quality companies – exhibiting high returns on capital, strong economic moat and pricing power.
The approach is differentiated by a long-term business perspective and rigorous valuation discipline. It’s managed by a four-member team, complemented by the broader Evenlode investment team.
Evenlode Income
The strategy aims to deliver both capital growth and a growing income stream from a portfolio of UK listed equities.
The investment approach is differentiated by a long-term business perspective and rigorous valuation discipline. The strategy is managed by a five-member team, complemented by the broader investment team.
About Evenlode
About Evenlode
Evenlode is an independent investment company based in Chipping Norton, Oxfordshire. Supporting their long-term investment approach, Evenlode is structured as a multi-generational company, with the equity of the business held by the Evenlode Trust, for the benefit of all employees.
Evenlode has one overarching investment philosophy – “Invest in high quality, cash generative companies at sensible valuations.” This philosophy is at the core of the three complementary strategies they manage: UK Equity Income, Global Equity Income and Global Equity Growth– which also share the same research team. Each strategy has lead managers, supported by the wider investment team– all of whom participate in decision-making for any portfolio changes. It’s a genuinely collegiate and team-based approach to managing money.
Evenlode has a highly developed approach to analysing risk and continuously look to improve their understanding of the fundamental business risks of the companies they invest in. Their extensive research is stored on a proprietary platform, called EDDIE, which includes tools to support investment decisions and all stewardship and engagement actions.
- Independent, employee-owned fund manager
- Sophisticated research tools and disciplined investment process, with an 18 strong investment team including dedicated ESG analysts
- Flagship UK Equity Income Strategy launched in 2009
- Firmwide assets under management of £5.7bn (as at 31st December 2023)
Committed to ESG
Committed to ESG
Stewardship is at the heart of managing long-term risks and creating lasting returns, and is embedded in Evenlode’s investment discipline and corporate culture.
Evenlode consider themselves stewards of their investors’ capital and define stewardship as preserving and enhancing the value of their clients’ assets through long-term engagement. Their investment process focuses on the active management of valuation, liquidity, and idiosyncratic business risk, combined with a proactive approach to stewardship and engagement.
Evenlode further demonstrate their commitment to responsible investing through their structure as an Employee Benefit Trust -which holds shares on behalf of their employees.
Every year, 20% of Evenlode corporate profits are donated to EvenlodeFoundation.org, shared between the impact investing portfolio and a philanthropic portfolio.
The Evenlode approach to ESG is driven by three key factors:
- Managing long-term risks for clients
- Adopting a multi-stakeholder approach
- Defining Evenlode’s corporate purpose
Evenlode are signatories to the UK Stewardship Code, the UN PRI, CDP, members of Net Zero Asset Manager Initiative and more than a dozen international ESG organisations.
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