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Oak Partnership to demerge as Evenlode becomes independent
Wise Investment, Wise Funds and Evenlode
VIncent Ropers of Wise Funds
Jon Yarker
From July 2021, the three partner companies will operate as distinct employee-owned companies.
The restructure is being pursued to allow for greater simplicity and long-term alignment of the partner companies.
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That restructure featured the establishment of Wise Funds and Evenlode Investment Management - headed up by Tony s son Hugh Yarrow - as separate businesses. The Oak Partnership has successfully evolved to a point where a demerger makes better sense for each individual partner and their next chapter of growth, said Hugh Yarrow. For Evenlode, our long-term investment approach remains the same, but with a simpler operating structure and a clearer alignment between our long-term goals and Evenlode as a distinct operating company.
Evenlode branches out from income stable with global equity fund launch
‘The concise investment style should provide a high degree of active share’
Evenlode’s decision to branch out from equity income funds has been hailed as a “natural step” in the boutique’s trajectory.
On Tuesday the firm revealed it would be launching Evenlode Global Equity for UK investors. The fund, which will be co-managed by Chris Elliott and James Knoedler (pictured), will take a bottom-up concentrated approach, holding between 30 and 50 companies in the portfolio over long periods.
The strategy employs the same process and philosophy as the £925m Evenlode Global Income fund, which Elliott works on with lead manager Ben Peters, but is not constrained by having to maintain a level of dividend payments.