# Evenlode Investment Management

Evenlode Investment Management is an Asset Manager based in Chipping Norton, United Kingdom.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Chipping Norton, United Kingdom
- **Region:** Europe
- **Address:** Chipping Norton, Oxfordshire, United Kingdom
- **Founded:** 2009
- **Assets under management:** Undisclosed
- **Website:** evenlodeinvestment.com
- **LinkedIn:** https://www.linkedin.com/company/evenlode-investment

## Regulatory record

- **Reports private funds:** No

## About

Evenlode Investment is an independent, employee-owned asset manager based in the North Cotswolds. Founded in 2009, the firm manages three long-only equity strategies focused on cash-generative companies with structural growth drivers. The company became wholly employee-owned via an Employee Ownership Trust following a 2021 demerger.

## Sectors

- Enterprise Software
- Consumer
- Healthcare Services
- Industrial Tech
- Media & Entertainment

## People

- Hugh Yarrow — Co-founder, CEO, and lead Portfolio Manager of Evenlode Income
- Ben Peters — Co-founder and lead Portfolio Manager of Evenlode Global Income
- Chris Elliott — Portfolio Manager for Global Equity and Global Income strategies
- Chris Moore — Portfolio Manager for Evenlode Income

## Questions

### Who runs investment decisions at Evenlode?

Hugh Yarrow leads the Evenlode Income strategy as CEO and lead portfolio manager, while Ben Peters — his brother-in-law — runs Evenlode Global Income. Chris Elliott and Chris Moore serve as portfolio managers across the Global and Income strategies. All four are named operators inside the employee-owned trust, which governs the firm's capital allocation process.

### What investment strategies does Evenlode offer?

Evenlode runs three long-only equity strategies: Evenlode Income, Evenlode Global Income, and Evenlode Global Opportunities. Each fund screens for cash-generative businesses with durable competitive advantages, strong balance sheets, and structural growth drivers. The firm explicitly avoids leverage, momentum strategies, and passive replication.

### Is Evenlode structured as a traditional asset manager?

No. Evenlode is an independent, employee-owned firm governed through an Employee Ownership Trust. This structure was designed to align the team's incentives with long-term client outcomes rather than short-term revenue growth. The firm also holds B Corp certification, embedding social and environmental impact into its legal charter.

### How does Evenlode's B Corp status affect its investment process?

Evenlode's B Corp certification — with an impact score of 151.2 — reflects governance, worker, community, and environmental practices that sit inside the firm's operating model, not as a separate ESG overlay. The firm screens for strong ESG credentials within its investee universe, but the B Corp status primarily governs how Evenlode itself operates as a fiduciary, including its employee-ownership structure and stakeholder accountability mechanisms.

### Which sectors does Evenlode typically target in its portfolios?

Evenlode invests in cash-generative businesses across enterprise software, consumer staples, healthcare, industrials, and media. The team seeks companies with durable moats and sustainable cash flows, and has publicly stated it avoids sectors or business models where competitive positioning cannot be assessed with high conviction over a multi-year horizon.

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Last updated: 2026-07-10T23:10:50.000Z

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