Evenlode Investment Management Limited

Overview

Evenlode Investment Management Limited is an independent, employee-owned asset manager based in the North Cotswolds, focusing on high-quality businesses with sustainable cash flows. The firm manages over £5 billion of client assets across three equity strategies, aiming to provide consistent, long-term returns for its clients. Evenlode's investment approach emphasizes steady compounding and diligent risk management, with a commitment to clear communication and client responsibility. The firm's investment strategy centers on identifying companies with strong competitive positions and attractive cash flows, offering strong environmental, social, and governance (ESG) credentials. Evenlode invests 100% in equities, primarily in large-cap firms, and has a geographical focus that includes the United Kingdom, United States, Europe, and Asia. The firm's portfolio spans various industries, including technology, healthcare, financial services, consumer goods, energy, utilities, materials, telecommunications, consumer services, industrials, real estate, basic materials, consumer non-durables, technology hardware, and software. Evenlode is a signatory of the Principles for Responsible Investment, reflecting its commitment to integrating ESG factors into its investment process. The firm also established the Evenlode Foundation, its philanthropic arm, which allocates a percentage of profits towards charitable activities addressing global challenges such as climate change, biodiversity loss, poverty, and inequality. The foundation's philanthropic and investment activities are fully funded by Evenlode Investment Management Limited and do not utilize any client funds, ensuring a clear separation between client investments and philanthropic endeavors.

Investment Focus

• Accredited investor status required
• Compliance with UK financial regulations

Portfolio Companies