Founder profile

James Mickleboro, founder of Evermore Asset Management.

James Mickleboro is the founder of Evermore Asset Management, an Adelaide-based investment and research firm focused on listed equities, long-term capital allocation and under-researched global opportunities.

Founder, Evermore Asset Management

James Mickleboro

Investment research and recommendations

James has spent more than 10 years in investment research and recommendations, with a focus on listed companies, business quality, valuation discipline and clear investor communication.

His work at Evermore is centred on long-term listed-equity research, including global equities and under-researched opportunities across the Middle East and North Africa.

10+ yearsInvestment research and recommendations

Adelaide basedIndependent Australian perspective

Founder-ledLong-term alignment focus

Research focus

Company-level research.

James focuses on business quality, competitive advantage, management, balance-sheet strength, cash generation, valuation and the risks that could undermine an investment thesis.

Long-term capital allocation.

Evermore’s research approach is built around patient ownership, disciplined valuation and the ability of companies to compound shareholder value over time.

MENA and global listed equities.

James leads Evermore’s work across global public markets, including company research connected to the Evermore MENA Select Fund.

Selected work

Company Research

James Mickleboro, founder of Evermore Asset Management.

James Mickleboro

Company-level research.

Long-term capital allocation.

MENA and global listed equities.

Ooredoo: More Than a Telecom Multiple

Elm Company: Can Saudi Arabia's Digital Champion Keep Its Edge as It Scales?

MENA Listed Equities: More Than Oil