Evenlode Investment Management
Working out of a converted barn in West Oxfordshire, Evenlode is a fund management company that has always done things differently. The independent firm was founded in 2009 and is dedicated to a single style of investing that looks to identify exceptional companies with strong competitive advantages that will persist into the future.
Evenlode has developed a unique information technology system to support investment decision-making and ensures that it isn’t reliant on any one individual. Through discipline and consistency, the firm’s goal is to ensure that its investors never get any surprises.
Investment philosophy
The Curate Global Quality Equity Fund invests in companies with high levels of profitability and competitive advantages that are hard to replicate. This enables Evenlode to compound their returns over the long term. They see buying shares as taking a part ownership in the business, and so focuses on those companies that:
- Have low capital costs.
- Reinvest in their own growth.
- Emphasise sustainability.
- Are not overvalued by the market.
- Operate in growing sectors.
- Reduce risk for investors by emphasising stability and good governance.
Track record
Evenlode manages only 3 funds, all focused on finding high-quality businesses in the UK and around the world.
- Evenlode’s global equity portfolio are based on the firm’s proven strategy of investing in companies with outstanding competitive advantages.
- The fund has earned exceptionally high sustainability ratings from independent agencies.
- Evenlode has grown from a 2-person team in 2009 to a diverse investment team of 18 individuals.
- The firm was named as 1 of the 25 best small companies to work for in the UK in 2023.
Meet the team
Chris Elliott
Chris has spent his entire investment career at Evenlode, which he joined in 2015. He relishes working at a growing asset manager, where there is a clear focus on making sure investors are always comfortable with their investments by communicating clearly and managing downside risks.
“Generating a return alone is not sufficient. The experience that an investor has while invested in the fund is important.”
James Knoedler
James enjoys the challenge of fund management, where his work is constantly being evaluated by the market. He has worked in the investment industry since 2006 and joined Evenlode in 2020, where he thrives in the team-based environment.
“Virginia Woolf said that everyone has a piece of their head they cannot see themselves. Working collaboratively reduces the risk of tunnel vision.
Cristina Dyer
Cristina believes collaboration within an investment firm, rather than internal competition, fosters the best outcomes for investors. She has been with Evenlode since 2020, after earning a PhD in medical sciences.
“In science you move closer to the truth by seeking evidence of the contrary. Our investment approach is similar, it is designed to actively identify and weigh the risks that could undermine our investment theses.”
Hugh Yarrow
When Hugh co-founded Evenlode in 2009, his aim was to build the kind of business that he would want to give his savings to over the long term. He thrives on the multi-disciplinary nature of fund management, combining business analysis, psychology, history, economics, current affairs, innovation, and technology.
“I really enjoy working collegiately with the diverse team of talented individuals at Evenlode. I am also motivated by the positive impact we can have on our investors by delivering consistently over time.”
