Evenlode Investment

Overview

The Evenlode proposition is unique in the UK equity income space Evenlode was established in rural Oxfordshire in 2009 by Hugh Yarrow, alongside Ben Peters Despite delivering strong returns since inception, the team recognised visibility needed to sharply increase in a sector dominated by major names KL was appointed in January 2015 to boost Evenlode’s profile and since then the firm’s AUM has grown exponentially.

Objectives

Build the profile of the Evenlode Income brand and the team’s fresh and young dynamic, in a sector dominated by a handful of long established managers
Highlight Evenlode’s differentiated investment process, particularly as its strategy is not exposed to many of the overlapping crowded areas in the IA UK Equity Income sector
Regularly interact with target audience of investment trade publications and national press, as well as media facing clients

Strategy

Achieve a thorough understanding of the unique aspects of Evenlode’s business structure, as well as its differentiated investment process
As the managers are based in Oxfordshire, develop a series of roadshows with key trade and national journalists
Consistent idea generation and regular proactive content placement to break Evenlode into the top echelon of quoted and sourced managers in the highly competitive UK equity income space

Results

1Significant increase in overall press coverage and higher quality opportunities both written and video
2Supported marketing and sales efforts: AUM has grown from less than £150m to almost £5bn
3Evenlode is now recognised as a leading equity income solution in the broad advisory space and D2C space
4Success of Evenlode Income, as well as heightened profile, provided platform to launch a global income product

BACK TO CASE STUDIES