Chris ElliottPortfolio Manager

Chris joined Evenlode in 2015 as an Investment Analyst. In 2017 he became the co-manager on Evenlode's Global Equity Income strategy and in 2020 fund manager on the Global Equity Growth strategy. Previously he worked at the Oxford University Press as a software engineer and completed all his CFA exams whilst working there.

  • MA Economics, Cambridge University
  • CFA
  • 9 years
    9 years
James KnoedlerPortfolio Manager

James joined Evenlode in April 2020 as an Investment Analyst and Fund Manager, having previously worked as an equities analyst at Independent Franchise Partners (IFP) from 2015 to 2020. Prior to IFP, he worked as an investment analyst at Arisaig Partners and Newlands Investment Management.

  • BA (First Class) English, Oxford University
  • MiF, London Business School
  • 4 years
    18 years
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Key facts

US$6.9m
Fund size
33
Holdings
Comparator BenchmarkMSCI World
Morningstar categoryGlobal Large-Cap Growth Equity
Launch date10 May 2021
Fund typeIrish Domiciled UCITS
Base currencyUSD
Dividend frequencyAnnually
Country of registrationDenmark, Finland, Germany, Ireland, Luxembourg, Norway, Sweden, Switzerland
SFDR disclosureArticle 8

Fund objective

The investment objective of Evenlode Global Opportunities Fund is to provide capital growth over rolling periods of 5 years.

Source: Société Générale Securities Services, SGSS (Ireland) Limited as at 31/08/2024.