What is Evenlode Investment?
Evenlode Investment is an independent, employee-owned asset manager nestled in the North Cotswolds. Their collegiate team is all about generating long-term returns for co-investors by putting money into high-quality businesses with sustainable cash flows. It’s a forward-looking firm, but with old-fashioned values — focusing on steady compounding and diligent risk management to build long-term wealth. They take client responsibilities seriously and are committed to clear communication about how investments are managed over time.
Main Benefits of Evenlode Investment
Here are some key figures and facts that highlight what makes Evenlode stand out:
- Authorised and regulated by the Financial Conduct Authority (FCA no. 767844)
- Offers three long-only equity strategies focused on cash generative companies
- Targets businesses with strong competitive positions and attractive cash flows
- Emphasizes companies with solid environmental, social, and governance (ESG) credentials
- Holds a B Corp score of 151.2, reflecting commitment to responsible business practices
Regulatory and Jurisdictional Considerations
It’s important to note that the information provided by Evenlode Investment does not constitute an offer of securities to any person in the United States or to any U.S. Person as defined under the Securities Act of 1933, as amended. The Evenlode Funds are neither registered under the Securities Act 1933 of the USA nor under the Investment Company Act of 1940. So, these funds aren’t offered for sale or sold in the USA, its territories, possessions, or protectorates, nor to nationals, citizens, or residents in those areas. Basically, the funds are only available where their promotion and sale are permitted.
Access and Distribution Restrictions
The information on the Evenlode website may not be redistributed directly or indirectly to any citizen or resident of the United States or any other jurisdiction where distribution might be restricted by law. It’s on the person accessing the website to make sure they’re allowed to view the information. So, if you’re outside the permitted areas, well… you just can’t access it legally.
Investment Philosophy and Approach
Evenlode’s approach is all about investing in cash generative companies with attractive structural growth drivers. They aim to find the best quality businesses — those with strong competitive positions, solid cash flows, and good ESG credentials. The goal? To deliver capital growth and income over the long haul. Their team values continuity and independence in their investment service, which means they’re focused on steady, reliable results rather than chasing quick wins.
Impact and Sustainable Development Goals (SDGs)
- SDG 8: Decent Work and Economic Growth – by investing in sustainable, cash-generative businesses
- SDG 9: Industry, Innovation, and Infrastructure – supporting companies with strong growth drivers
- SDG 12: Responsible Consumption and Production – emphasizing ESG credentials in investments
- SDG 13: Climate Action – through careful selection of companies with sustainable practices
- SDG 17: Partnerships for the Goals – fostering long-term relationships with co-investors
Final Thoughts on Evenlode Investment
In a nutshell, Evenlode Investment blends a modern outlook with traditional values, focusing on long-term wealth creation through steady compounding and risk management. Their dedication to transparency and client communication sets them apart, while their strict adherence to regulatory boundaries ensures responsible investment practices. If you’re looking for an asset manager that prioritizes quality, sustainability, and independence, Evenlode might just be the name to remember.
