Evenlode Investment adds to global equities team

venlode Investment, an Oxfordshire-based independent investment manager, has added experienced global equities specialist, James Knoedler, to its global equities team. 

Knoedler joined the Evenlode team in April and will work alongside Chris Elliott as a co-portfolio manager on the Evenlode Global Equity Fund, which Evenlode is planning to launch within the next year or so.

With fourteen years of global equity investment experience, Knoedler joins from Independent Franchise Partners, having also worked at Newlands Investment Management and Arisaig Partners. Most recently, Knoedler helped oversee USD15 billion in assets in IFP’s global and US equity funds.

The Evenlode investment process prioritises the quality of investable businesses. The team look for companies with sustainable asset-light business models, with a strong emphasis on companies delivering high returns on capital and strong cashflows over the long term.

Evenlode has continued to invest in its hand-picked investment team, having hired Sawan Kumar as stewardship analyst in 2017, Tom Weller as innovation analyst last summer, and Charlotte Lamb and Rob Strachan as graduate trainee investment analysts last autumn.

 Knoedler says: “Evenlode has a proven and growing offering in the global equity space. I am excited to be joining a dynamic and expanding business that values detailed fundamental analysis, a highly collegiate approach and a long-term time horizon.”

Chris Elliott, co-manager of the Evenlode Global Income fund, says: “James is a natural fit for the evolution of our global equities proposition and is settling in with the team very well. James shares our investment approach of focusing on competitively advantaged business that are capable of compounding real free cash flow over the longer-term and I look forward to working closely together on the Global Equity Fund. His expertise in global equities will enhance the research and portfolio management capabilities that underpins our well-defined investment process.”