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Marlborough Group gets £5.5bn ACD mandate from Evenlode

Evenlode has appointed Marlborough Group's Investment Fund Services (IFSL) as the authorised corporate director for its three UK-domiciled funds.

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Deep Dive: Big tech is 'impossible to avoid' but few investors know how to value it

‘Big tech’ stocks dominate global markets, but few investors know how to properly value some of the world’s biggest companies.

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Q&A with Evenlode's Chris Elliott and James Knoedler: Compounding cashflows and unmet needs

Q&A with Evenlode's Chris Elliott and James Knoedler: Compounding cashflows and unmet needs
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Stock Spotlight: Diageo's rum expansion has managers in high spirits

Diageo’s recent acquisition of Don Papa Rum and the news its CEO will retire have seen its share price rising 3.8% in March alone.

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Evenlode to launch global equity fund


Evenlode to launch global equity fund under Elliott and Knoedler
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Following same process as Global Income vehicle
Chris Elliott and James Knoedler will run the new fund
Evenlode Investment is set to launch a global equity fund for UK investors, which will follow the same philosophy and process as TB Evenlode Global Income without being constrained by having to maintain a level of dividend payments.

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Evenlode branches out from income stable with global equity fund launch


Evenlode branches out from income stable with global equity fund launch
‘The concise investment style should provide a high degree of active share’
Evenlode’s decision to branch out from equity income funds has been hailed as a “natural step” in the boutique’s trajectory.
On Tuesday the firm revealed it would be launching Evenlode Global Equity for UK investors. The fund, which will be co-managed by Chris Elliott and James Knoedler (pictured), will take a bottom-up concentrated approach, holding between 30 and 50 companies in the portfolio over long periods.
The strategy employs the same process and philosophy as the £925m Evenlode Global Income fund, which Elliott works on with lead manager Ben Peters, but is not constrained by having to maintain a level of dividend payments.

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