Ben has been co-manager of the Evenlode Income fund since 2012 having been the fund’s analyst since its launch in 2009. He was appointed to the board of Wise Group (Evenlode Investment’s employee-owned parent company) in 2012 and became CEO in 2015.
Evenlode Income is a UK Equity Income Fund, which Ben manages alongside his colleague, Hugh Yarrow. Ben’s investment research focuses on identifying and assessing high quality businesses for equity investment.
Evenlode’s approach is to invest for the long term in companies that are cash generative, asset light and have a sustainable competitive advantage, usually backed by intangible assets such as intellectual property. The analytical approach uses quantitative and qualitative techniques to assess these qualities.
As a complement to his research Ben is actively engaged with the financial community, interacting with the IASB, EFRAG and others as a member of the Corporate Reporting User’s Forum.
Ben is a member of the CFA Society of the UK and has passed Level I of the Chartered Financial Analyst programme. He also holds the Certificate in Financial Planning and the Investment Management Certificate. Previously a physicist, in 2008 he was awarded a doctorate from the University of Oxford in the field of nanoelectronics.
Away from the office Ben is an amateur athlete, participating in cycling events and triathlons. He also enjoys music and is an occasional DJ.
Hugh joined Wise in 2009 and is the lead portfolio manager of Evenlode Income, the UK Equity Income fund he launched in October of the same year. He was appointed as a director of Wise in 2012.
Hugh graduated from the University of Edinburgh with a first class degree in philosophy and mathematics in 2002. From 2002 to 2009 he worked as an investment manager on several equity income funds at Rathbone Unit Trust Management. Hugh is a Chartered Fellow of the Chartered Institute for Securities & Investment and holds the Investment Management Certificate.
Chris joined the Investment Management team in March 2015, having previously completed the Chartered Financial Analyst (CFA) examinations. With a background in economics, having received an MA from Cambridge University, and computer programming, previously a Senior Software Engineer at Oxford University Press; Chris primarily produces detailed fundamental analysis of companies and industries. This ranges from the quantitative analysis of financial ratios and valuations, to the qualitative analysis of business strategy and competitive advantages.
Further to this, Chris is responsible for the management and development of the investment data produced. This includes detailed ongoing reviews of the analytical process to further improve the use of data and our valuation models.
Stephanie joined the Evenlode Investment team in 2016 having previously worked in corporate finance with VSA Capital, and fund structuring with Barclays Investment Bank. She is responsible for the ongoing identification of investment opportunities and quantitative analysis.
Stephanie graduated from Oxford University with an MA in Earth Sciences, focusing on the statistical analysis of natural resource deposits. Having completed Unit 1 of the Investment Management Certificate, she is currently working towards the CFA charter.
Nicole joined the Investment Management team in January of 2016 as its fund operations manager. Nicole brings to Wise over thirty years of experience in both retail banking and investment management.
Her last appointment was head of investment management operations with private bankers Arbuthnot Latham. Prior to this she was the asset services manager at Legal and General Investment Management, and the reconciliations manager at Gartmore Fund Managers.
Callum joined the Investment Management team in March 2015 and is responsible for the administration of the funds, as well as the dealing. A particular area of interest is financial market analysis and equity research.
Callum came to Wise with a BEng in Aerospace Engineering from Leicester University. Whilst at Wise Callum has passed his Introduction to Investments and Securities certificate, and is now working towards the Investment Management Certificate.
David joined Evenlode in May 2016 to lead the business development strategy and projects.
David is particularly keen to ensure the funds receive an excellent administration service, allowing the fund managers and analysts to concentrate on fund management and investment research.
David has a law degree from Durham University, and completed his Legal Practice Course at York College of Law. David is a qualified accountant and a member of the Institute of Chartered Accountants of Scotland. He also holds the Investment Administration Qualification.
Before joining Evenlode, David was a project manager at T. Bailey Fund Services, which involved managing regulated fund launches and transfers, as well as acting as a relationship manager for a number of clients.