Evenlode Investment Management Limited

Evenlode is an independent investment team based in rural Oxfordshire, focused on long-term investment strategies. They manage a range of funds for private and institutional investors.
  • Evenlode Income Fund
  • Evenlode Global Income Fund
  • Evenlode Global Equity Fund
  • Evenlode Global Dividend Fund
  • Evenlode Global Opportunities Fund

Size
Small
Phone
N/A
Email
N/A
Locations
The Long Barn Chalford Park Barns Oxford Road, OX7 5QR
01608695200
Digital Popularity
Popularity over time
Social Media
Company Details
Evenlode Investment Management Limited is operated by Evenlode Investment Management Limited and is a Active company incorporated on 16 September 2016 with the registered office located in Chipping Norton, Oxfordshire. Evenlode Investment Management Limited was registered 8 years ago.

Status
Active
Size
Medium
Directors
7
Age
8 years old
Employees
36
Turnover
£32.93M
Total Assets
£24.55M
Cash in Bank
£13.54M
Total Liabilities
-£9.09M

Director • Chief Financial Officer • British • Lives in England • Born in May 1973
Director • British • Lives in England • Born in Mar 1979
Director • British • Lives in England • Born in Feb 1966
Director • None • British • Lives in UK • Born in Mar 1980
Director • British • Lives in England • Born in Dec 1962
Director • Chief Executive Officer • British • Lives in England • Born in May 1971
Teams
All
30
Management
12
Finance
11
Engineering
4
Executive
4
Other
5
Portfolio Manager & Director • Joined Sep 2008
Independent Non Executive Director • Joined May 2023
Portfolio Manager • Joined Nov 2017
Chief Operating Officer • Joined Oct 2017
Portfolio Manager And Executive Chair • Joined Sep 2009
Business Manager • Joined Jan 2018
Compliance Manager • Joined Feb 2020
Head Of Stewardship • Joined Dec 2020
Head Of Dealing • Joined May 2021
Head Of Technology • Joined Dec 2023
Investment Analyst • Joined Mar 2015
Portfolio Manager And Executive Chair • Joined Sep 2009
Head Of Dealing • Joined May 2021
Stewardship Analyst • Joined Jan 2025
Business Analyst • Joined Jan 2022
Stewardship Analyst • Joined Aug 2023
Investment Analyst • Joined Jan 2024
Investment Analyst • Joined Oct 2020
Global Equity Analyst • Joined Sep 2021
Sustainable Investment Analyst • Joined Apr 2018
Fund Operations Manager • Joined Jan 2016
Portfolio Manager • Joined Nov 2017
Business Manager • Joined Jan 2018
Compliance Manager • Joined Feb 2020
Head Of Stewardship • Joined Dec 2020
Head Of Dealing • Joined May 2021
Head Of Technology • Joined Dec 2023
Deputy Portfolio Manager • Joined Jan 2025
Deputy Portfolio Manager • Joined Jan 2025
Deputy Portfolio Manager • Joined Jan 2025
Software Engineer • Joined Sep 2022
Software Engineer • Joined Nov 2023
Software Engineer • Joined Mar 2024
Compliance Apprentice • Joined Sep 2023
Independent Non Executive Director • Joined May 2023
Chief Investment Officer • Joined Jan 2021
Chief Operating Officer • Joined Oct 2017
Portfolio Manager And Executive Chair • Joined Sep 2009
Portfolio Manager & Director • Joined Sep 2008
Evenlode Operations Manager • Joined May 2016
Presentation And Content Manager • Joined Apr 2021
Portfolio Manager At Evenlode Investment • Joined Apr 2020
Dealer • Joined Sep 2022
View 30 members