Global Equity Income
A highly experienced team with an established track record of delivering positive outcomes for investors. Harnessing the full power of dividends is a tried and tested method of investing, with the potential to deliver long-term, value-added returns and lower-than-average volatility. The team looks for the rare combination of a premium yield, sustainable dividend and attractive valuation, which only occurs when controversy appears. This disciplined investment approach gives us the courage to follow our convictions.
Harnessing the full power of dividends
Our investment approach is focused on harnessing and enhancing the most statistically significant source of long-term returns: the compounding of dividends through time. The strategy applies an objective yield discipline which differentiates it from its peers, with every stock expected to compound at a higher yield than that of the market.
Our investment disciplines
A premium yield – only investing in stocks that yield at least 25% more than the yield on the global market.
Dividend sustainability – looking for quality business characteristics that enable the ability to suffer.
Valuation margin of safety – focusing on cashflows, we try to ensure we don’t overpay for anything.
Actively seeking controversy
These disciplines help us to underwrite the consistency of an investment’s income return. Individually, these characteristics may be common, but they only exist together if a business is surrounded by some form of controversy. That is why we actively seek controversy and aim to understand whether its nature is temporary (and therefore an opportunity) or permanent (something to avoid).
All you need to know about the Redwheel Global Equity Income Fund
Strategy update with Nick Clay
The concept of risk should be simple and straight forward, yet it repeatedly seems to get twisted upside down and back to front, causing bubbles and crashes. Redwheel's Nick Clay outlines where investors in equities might focus their attention.
Read the latest insight from the Redwheel Global Equity Income Team.
Nick highlights in this video the importance of the compounding of income over capital gain and how the Strategy offers diversification, through its various disciplines, causing it to stand out from the crowd.
Meet the team
Andrew joined Redwheel in 2020 and is a Senior Investment Manager in the Global Equity Income team.
Robert is a Global Equity Analyst in our Redwheel Global Equity Income Fund.
Colin Rutter is an Analyst in the Redwheel Global Equity Income team and has two decades of experience in investments.
Katherine Velasquez Rodriguez joined Redwheel in 2022 and as an Analyst in the Global Equity Income Team in 2024.
