Fund Management Companies

Evenlode Investment

Evenlode Investment is a fund management company based in Chipping Norton, England. They specialize in providing financial services to their clients and are committed to delivering exceptional investment solutions. With a focus on long-term, sustainable investments, Evenlode Investment is dedicated to helping their clients achieve their financial goals.

Introduction to Evenlode Investment

Evenlode Investment is a fund management company based in Chipping Norton, England. Founded in 2009, the company focuses on investing in high-quality, cash-generative businesses with strong competitive advantages. Evenlode Investment's unique approach has garnered attention from investors seeking long-term stable returns.

Services & Products

Evenlode Investment offers a range of financial services, including fund management for individuals and institutions. The company's flagship fund, Evenlode Income, aims to provide a growing income stream and long-term capital growth through investment in high-quality businesses. The Evenlode Global Income fund offers a similar approach with a focus on global investments.

Location

Evenlode Investment is located in the picturesque area of Chipping Norton, known for its rural charm and proximity to the Cotswolds. The area is home to a variety of businesses, from small independent shops to larger corporations. Public transportation options include the Chipping Norton bus station, located 2 miles away, the Banbury train station at 18 miles away, and the Oxford train station at 22 miles away.

Benefits

Customers choose Evenlode Investment for their unique investment philosophy, which focuses on long-term stability and quality. Evenlode Investment's team of experienced professionals conduct in-depth research to identify businesses with strong competitive advantages, leading to consistently strong returns for investors.

Good to Know

Customers should be aware that Evenlode Investment's approach may not align with those seeking short-term gains or aggressive growth. The company's focus on long-term stability may not be suitable for all investors.

Reviews

Customers have praised Evenlode Investment for their transparent communication, knowledgeable team, and consistent returns. Investors appreciate the company's focus on quality over quantity and long-term stability.

Amenities

investment management
asset management
retirement planning
risk management
financial planning
wealth management
portfolio management

FAQ

How long has your company been in the fund management industry?

We have been in the fund management industry for over a decade, with a strong track record of delivering consistent returns to our investors.

What types of funds do you specialize in managing?

We specialize in managing high-quality, concentrated equity portfolios that focus on long-term capital appreciation. Our funds are suitable for investors who are seeking exposure to high-quality businesses with sustainable competitive advantages.

What is your track record of delivering returns to investors?

We have a strong track record of delivering consistent returns to our investors, with many of our funds outperforming their respective benchmarks over the long term. We believe that our focus on investing in high-quality businesses with sustainable competitive advantages has been a key driver of our success.

How do you ensure the security and confidentiality of my investments?

We take the security and confidentiality of our clients' investments very seriously. We have robust systems and procedures in place to protect against unauthorized access, and we adhere to strict client confidentiality requirements. In addition, we work with trusted third-party custodians to ensure the safekeeping of our clients' assets.

Can you provide references from current or past clients who have used your fund management services?

We respect the confidentiality of our clients and do not disclose their identities without their express permission. However, we are happy to provide references from clients who have given us permission to do so. Please contact us if you would like to request references.