Evenlode

Evenlode is an independent, employee-owned UK asset manager operating four long-only equity strategies (UK Income, Global Income, Global Equity, Global Dividend) for individual and professional investors via FCA-regulated funds and third-party platforms.

Company typePrivate
Founded2009
HeadquartersChipping Norton, United Kingdom
Headcount11–50
GTM typeB2B and B2C
OfferingServices

What Evenlode does

Evenlode Investment Management Limited is an independent, employee-owned asset manager founded in 2009 and headquartered in the North Cotswolds, United Kingdom. The firm builds and distributes long-only equity investment strategies targeting investors who want exposure to high-quality, cash-generative businesses with sustainable cash flows, strong competitive positions, robust balance sheets, and credible ESG characteristics. There is no proprietary technology stack disclosed; the core "technology" is the firm's fundamental investment process, stewardship framework, and B Corporation-aligned governance.

The product shelf consists of four strategies: the UK-focused Evenlode Income Fund, the global Evenlode Global Income Fund, the concentrated global Evenlode Global Equity Fund, and the Evenlode Global Dividend Fund. The UK and global income/equity strategies are housed as sub-funds of the IFSL Evenlode Investment Funds ICVC, while the Global Dividend Fund is a sub-fund of Evenlode ICAV, an Irish collective asset management vehicle regulated by the Central Bank of Ireland. The firm is authorized and regulated by the UK Financial Conduct Authority (FCA number 767844) and is registered in England and Wales (company number 10378518).

The revenue model is recurring subscription-based asset management fees levied on fund AUM, with management fees deducted directly from fund assets rather than billed to clients. Distribution is bifurcated: professional and institutional investors are served through Spring Capital Partners as Appointed Representative, while individual investors access the funds via third-party investment platforms. End-client reach is stated across the UK, USA, Japan, and Korea, although the funds are not offered or sold in the United States or to US persons. The firm communicates to clients and prospects via its website, monthly newsletters delivered through Mailchimp, and regularly published investment view reports authored by named portfolio managers.

Evenlode firmographics

Firmographics

Name: Evenlode
Legal name: Evenlode Investment Management Limited
Website: https://evenlodeinvestment.com
Company type: Private
Founded year: 2009
Operating status: Operating
Headcount range: 11–50 employees
Short description: Evenlode is an independent, employee-owned UK asset manager operating four long-only equity strategies (UK Income, Global Income, Global Equity, Global Dividend) for individual and professional investors via FCA-regulated funds and third-party platforms.
Ownership category
akta.pro rank

Evenlode industry classification

Industry

Product category: Asset Management
NAICS: Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940), Open-End Investment Funds (52591)
SIC: Investment Advice (6282)
akta.pro primary industry: Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)
akta.pro secondary industry: Large-Cap Equity (Active) (FSAAAIAA)

Keywords

Equity fund management
Long-only equity strategies
Asset management services
Income fund investing
Sustainable equity investment

Where Evenlode is headquartered

Location

Headquarters

HQ city: Chipping Norton
HQ country: United Kingdom
HQ region: Europe

Offices2 records

Markets served

Evenlode business model

Business model

GTM type: B2B and B2C
Offering type: Services
Cost components: Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

Fund Management Fees: Evenlode generates revenue through management fees on its three long-only equity funds: Evenlode Income Fund, Evenlode Global Income Fund, and Evenlode Global Equity Fund. The funds are sub-funds of IFSL Evenlode Investment Funds ICVC and Evenlode ICAV.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Evenlode product offering

Product offering

Core offering

Evenlode Investment Management operates as an independent, employee-owned UK asset manager offering long-only equity funds (Evenlode Income, Evenlode Global Income, Evenlode Global Equity, and Evenlode Global Dividend). The firm invests in cash-generative companies with attractive structural growth drivers and delivers capital growth and income through ICVC and ICAV fund structures.

Product overview

Evenlode Investment is an independent, employee-owned asset manager offering three long-only equity strategies through the Evenlode Funds (IFSL Evenlode Investment Funds ICVC and Evenlode ICAV). The fund family includes Evenlode Income Fund (UK-focused), Evenlode Global Income Fund (global), Evenlode Global Equity Fund (concentrated global), and Evenlode Global Dividend Fund (global dividend-focused). All strategies invest in cash-generative companies with strong competitive positions, robust balance sheets, and attractive ESG credentials to deliver capital growth and income.

Differentiator

Problem solved

Functional benefit

Brands

IFSL Evenlode Investment Funds: Umbrella ICVC (Authorised Contractual Scheme) structure containing the Evenlode fund range including Evenlode Income, Evenlode Global Income, and Evenlode Global Equity Funds.
Evenlode Global Equity Fund
Evenlode Global Income Fund
Evenlode Income Fund

Products and services

Evenlode Income Fund

Companies that use Evenlode

Customer profile

Segments2 records

Ideal customer profiles2 records

Evenlode technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Evenlode partnerships and signals

Strategic signal

Partnerships

Three partnerships are on record, tiered core.

Spring Capital PartnerscoreChannel Partner/ Reseller/ DistributorSpring Capital Partners Limited is an Appointed Representative of Robert Quinn Advisory LLP, authorised and regulated by the FCA. They serve as the distribution partner for professional investors wanting to invest in Evenlode funds. Contact: +44 (0)20 3307 8086.
Investment Fund Services Limited (IFSL)coreOthersIFSL provides the umbrella structure for the Evenlode Investment Funds ICVC, which contains the Evenlode Income Fund and Evenlode Global Income Fund. IFSL is authorised and regulated by the FCA.
Evenlode ICAVcoreOthersEvenlode ICAV is an Irish collective asset management vehicle that contains the Evenlode Global Dividend Fund. Authorised and regulated by the Central Bank of Ireland.

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Evenlode competitors and assessment

Company assessment

Direct peers

Artemis Investment Management: UK-based independent, employee-owned active asset manager offering multi-strategy equity and fixed income funds. Highly comparable as a UK boutique active manager with similar governance philosophy and UK institutional/retail distribution model.
Liontrust Asset Management: UK-listed active asset manager with concentrated global and UK equity strategies. Comparable as a UK-based active equity specialist selling through UK wealth platforms and professional intermediaries.
Premier Miton Investors: UK boutique active manager offering UK and global equity funds distributed primarily via UK wealth platforms. Comparable scale and product overlap with Evenlode's long-only equity range.
Polar Capital: UK-based active specialist fund manager offering global and thematic equity strategies distributed via third-party platforms. Comparable active equity boutique model with platform-led distribution.
Baillie Gifford: Edinburgh-based independent, partnership-owned active equity manager with global and income strategies. Highly comparable governance model (employee/partnership-owned) and quality-growth investment philosophy.
J O Hambro Capital Management: UK-based boutique active equity manager with concentrated global and regional strategies distributed via third-party platforms. Comparable boutique active equity philosophy and UK/European distribution footprint.

Broad incumbents

Jupiter Fund Management: Large UK-listed asset manager with broad active equity, fixed income, and alternative offerings. Comparable UK active equity franchise but materially larger and more diversified than Evenlode.
Schroders: Global UK-headquartered asset manager with extensive UK and global equity capabilities. Overlaps with Evenlode on UK/global active equity but operates at vastly greater scale and product breadth.
abrdn (formerly Aberdeen Standard Investments): Large UK-headquartered global asset manager with UK and global equity strategies. Comparable in UK active equity exposure but much larger and broader in scope than Evenlode.
Rathbones Group: UK-listed wealth manager and asset manager offering UK and global equity portfolios. Comparable UK wealth-management-adjacent active equity model serving HNW and intermediary clients.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights5 records

Customer concentration

Evenlode compliance and trust

Trust signal

Compliance2 records

Evenlode financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Evenlode leadership team

Management profile

Number of profiles

Profiles4 records

Evenlode funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Evenlode M&A and investment

M&A and investment

M&A

Investments2 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Evenlode

What does Evenlode do?

Is Evenlode a public or private company?

Evenlode is a private company. It is classified as management employee owned and is currently operating.

When was Evenlode founded?

Evenlode was founded in 2009. It employs 11 to 50 people.

Where is Evenlode based?

Evenlode is headquartered in Chipping Norton, United Kingdom, in the Europe region.

How does Evenlode make money?

One revenue line is on record: fund Management Fees.

Who are Evenlode's main competitors?

Direct peers on record are Artemis Investment Management, Liontrust Asset Management, Premier Miton Investors, Polar Capital, Baillie Gifford and J O Hambro Capital Management. Broad incumbents are Jupiter Fund Management, Schroders, abrdn (formerly Aberdeen Standard Investments) and Rathbones Group.

Does Evenlode have an API?

No public API is recorded for Evenlode.

What industry is Evenlode in?

Evenlode's product category is Asset Management. Its primary akta.pro industry code is FSAAACAA, Comprehensive/Full-Service RIAs & Independent Wealth Managers, with a secondary code of FSAAAIAA, Large-Cap Equity (Active). Its NAICS code is 52394 and its SIC code is 6282.