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Evenlode Foundation
The Evenlode Foundation was established in 2021 by Hugh Yarrow and Benjamin Peters, the portfolio managers behind Evenlode Investment Management.
Evenlode Foundation
The Evenlode Foundation was established in 2021 by Hugh Yarrow and Benjamin Peters, the portfolio managers behind Evenlode Investment Management. The foundation is the philanthropic arm of the investment firm, funded directly by its profits. This architecture links the foundation's grant-making capacity to the commercial performance of Evenlode's fund range, creating an unusual alignment between client outcomes and charitable deployment. Grants target climate change, poverty alleviation, and community-level interventions. The foundation operates alongside Evenlode's impact investment portfolio, which extends the firm's stewardship ethos into dedicated capital for sustainable enterprises. While detailed grant portfolios remain unlisted, Evenlode Investment is signatory to the UN Principles for Responsible Investment, the Net Zero Asset Managers initiative, and Climate Action 100+, signaling a systemic approach to engagement that the foundation's selection process mirrors. Geographic focus spans the United Kingdom, with global partnerships on environmental projects. Hugh Yarrow, Evenlode's lead manager, and Benjamin Peters serve as trustees for the foundation. Tom Weller, head of innovation at Evenlode, manages the firm's impact portfolio and contributes to the foundation's thematic direction. Sawan Wadhwa, head of stewardship, ensures that grant partners meet the same governance standards Evenlode applies to its public-equity holdings. The foundation does not publish a separate AUM or deployment figure, treating its financial disclosures as embedded within Evenlode Investment's broader reporting structure. In 2021, Evenlode Investment became a certified B Corporation, reinforcing the foundation's mandate through a legal commitment to stakeholder governance. The foundation's structural differentiator is its funding model: rather than relying on an endowment corpus, it draws on a flow of operating profits from a regulated investment manager. This creates a direct line from the commercial success of Evenlode's UK equity and global income strategies to the foundation's capacity to act. It also means the foundation's governance is inseparable from the asset manager's own leadership — both trustees are active fund managers, a configuration that concentrates decision-making but removes the friction of a separate investment committee.
General information
Firm type
Endowment / Foundation
Year founded
2021
Location
Region
Europe
Country
United Kingdom
City
Chipping Norton
Corporate office
Chipping Norton, Oxfordshire, United Kingdom
Principals
Hugh Yarrow
Trustee
Benjamin Peters
Trustee
Sector focus
Frequently asked questions
How is the Evenlode Foundation funded?
The foundation is funded by profits from Evenlode Investment Management Ltd, the Oxfordshire-based asset manager. It does not operate as a traditional endowment with a standalone corpus. Its grant-making capacity depends on the commercial performance of Evenlode's funds, creating a direct operational link between the investment firm's client outcomes and the foundation's charitable activity.
Who makes grant decisions at the Evenlode Foundation?
Grant decisions are made by the trustees, Hugh Yarrow and Benjamin Peters, who are also the lead portfolio managers at Evenlode Investment. Tom Weller, head of innovation at Evenlode, and Sawan Wadhwa, head of stewardship, contribute thematic and governance expertise to the foundation's selection process and partner engagement.
What areas does the Evenlode Foundation focus on?
The foundation targets climate resilience, poverty reduction, and community development. It works with charitable organizations and businesses addressing these global challenges. Thematic boundaries align with Evenlode Investment's own stewardship priorities, which include climate action and workforce equity, as reflected in memberships with Climate Action 100+ and the Investing in Women Code.
Does the Evenlode Foundation have a separate investment committee from Evenlode Investment?
No. The foundation does not maintain a separate investment committee. Governance is handled by portfolio managers Hugh Yarrow and Benjamin Peters in their capacity as trustees. This integrated structure means the foundation's grant deployment tempo and strategic direction are set by the same leadership team that runs Evenlode's equity strategies.
What is the relationship between the Evenlode Foundation and Evenlode's B Corp status?
Evenlode Investment Management became a certified B Corporation in 2021, the same year the foundation launched. The B Corp certification legally binds Evenlode to consider stakeholder impact, which reinforces the foundation's mandate by embedding a charitable purpose within the investment firm's own governance framework.
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