Spring Capital: Our Funds

Our Funds

The funds we represent all share a clear investment philosophy, process and persistent opportunity set. We are confident in our partner managers' ability to deliver over the long term.

Global Equity

Evenlode Global Opportunities Fund

Investing in a diversified portfolio of global equities, the fund targets capital growth by focusing on companies exhibiting high returns on capital, a strong economic moat, and pricing power. The approach is characterised by a long- term business perspective and rigorous valuation discipline. The fund is managed by a team of three, complemented by the broader investment team.

Global Emerging Markets Equity

Cusana Emerging Markets Equities Fund

Investing in a concentrated portfolio of high quality Emerging Market companies, with the aim of achieving long term capital appreciation. The fund provides access to significant growth potential while effectively managing the risks associated with emerging markets. It is managed by a highly experienced team of emerging markets specialists.

India Equity

Tata India Equity Fund

The strategy invests in a diversified, multi-cap portfolio of Indian listed equities aiming to generate excess returns across the market cycle. The focus is on companies with clear growth triggers that capitalise on emerging macro-economic themes and industry dynamics in India, with a long-term orientation. It is managed by Chandraprakash Padiyar (‘CP’) supported by an experienced team of analysts.

Global Equity

Finserve Global Security Fund

Thematic equity fund providing global exposure to structural long-term megatrends within the defence, cybersecurity and space. Key to the fund's strategy is identifying companies that are leaders in their sectors, have predictable future growth prospects and stand to benefit from increasing global defence spending.

Global Equity

Finserve Chelverton Global Tech Fund

Designed to capture the significant growth potential of the sector through a high conviction portfolio of equities. The investment strategy emphasises the financial productivity of these businesses and their ability to sustain this over extended periods, given their competitive advantages. This approach focuses on cash flows and return on invested capital, evaluating the businesses' capacity to reinvest and compound these returns over time.

UK Equity

Evenlode UK Select Fund

A UK Equity fund aiming to deliver attractive capital returns for investors by identifying asset-light companies, with cash generative economics and long-term growth potential. The fund will always be at least 90% invested in the shares of high-quality UK-based companies, but with revenues generated from a well-diversified range of geographies.

Japan Equity

IUP Zennor Japan Fund

The experienced team of stock-picking fund managers leverage their extensive network in Japan to help uncover under-researched companies across the market capitalisation spectrum, often finding the most promising opportunities in smaller companies. The fund aims to generate capital growth by investing in shares that trade below intrinsic value and offer upside potential triggered by a catalyst.

Global Equity

Evenlode Global Dividend Fund

Aiming to deliver income and capital growth from a global equity portfolio, the fund invests in companies exhibiting high returns on capital, a strong economic moat and pricing power. The approach is differentiated by a long-term business perspective and rigorous valuation discipline. The fund is managed by a team of four, complemented by the broader Evenlode investment team.

Evenlode

Chelverton

Zennor

Fulcrum

Tata

Cusana

Finserve

Our Funds

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