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Convertible bonds provide a hybrid solution for investors looking for a balanced exposure to financial markets that combines the attractive elements of both equities and bonds. For more than a decade, our team has been deploying its proprietary models and systems to help identify the most attractive opportunities within the asset class. We provide a range of actively managed solutions, designed to exploit the attractive asymmetric return profile of convertible bonds with varying degrees of risk tolerance.
The Ecofin team manages a range of global equity thematic strategies with the aim of delivering strong risk-adjusted returns to clients while tackling some of the planet’s biggest environmental challenges, such as decarbonising energy supply and infrastructure.
Emerging and frontier markets represent the fastest growing economies in the world. We believe the continued growth of these markets presents compelling opportunities across a range of industries. Our index agnostic, opportunistic approach has been honed for more than two decades, and the depth of experience garnered within our team allows us to participate in attractive growth opportunities that are off the beaten track for most investors.
We invest in a small number of high-quality European companies, where we identify potentially significant opportunities to create additional value by addressing certain company-specific issues. We then act as a catalyst for change by constructively working together with the companies and other shareholders.
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 value added long-term 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. By working hard to understand the nature of a controversy, we aim to lean the probability of investment success in your favour.
Japan is the world’s third largest economy and its corporate landscape is undergoing dramatic change. Through our joint venture with Tokyo-based Nissay Asset Management (NAM), we invest in a small number of select Japanese companies that are not valued to their full potential due to factors we see as rectifiable. We then engage in order to act as an agent for the change required to unlock value.
Sustainability, in its broadest context, is structurally changing the investment landscape from both a risk and opportunities perspective. The Redwheel Sustainable Growth team seeks to identify structural longer-term themes and dynamics in the economy and society. The team invests capital to take advantage of the potential return opportunities these themes and dynamics offer, and to facilitate and further advance the positive impact of investee companies on critical sustainability challenges and development goals.
We are long-term value investors who believe that short-term factors prompt many market participants to overreact to news which may have little or no impact on the true value of a company. This causes share prices to diverge from the intrinsic value of the underlying business and provides an opportunity for long-term investors to purchase shares at an attractive discount. This builds in a margin of safety but also provides meaningful long-term total return potential through both dividend income and capital appreciation.
Redwheel is committed to facilitating and delivering responsible investment in practice. In line with their investment freedoms, each investment team is responsible for the integration of sustainability considerations within their respective investment processes, consistent with firm-level policies.
Redwheel’s stewardship function focuses primarily on overseeing and supporting the stewardship activities of our investment teams, co-ordinating our involvement in external stewardship initiatives, and leading in the development of the stewardship that Redwheel does as a corporate entity.
What is Sustainability Strategy, Governance & Policy? Sustainability Strategy, Governance and Policy focuses in three areas.
Greenwheel is the sustainability insights partner to Redwheel’s Sustainable, Transition and Enhanced Integration funds. Greenwheel provides tailored thematic and sector level sustainability research and advice to fund managers, commissioned by fund managers.
Olivia joined Redwheel in 2022 and works in close collaboration with the Head of Investments on the development of Redwheel’s approach to strategy, policy and governance and provides expertise to Redwheel fund managers in relation to the evolution of ESG (Environmental, Social, Governance) integration in investment decision making. Prior to joining Redwheel, Olivia was Head of Engagement at Somerset Capital Management. Olivia studied at the University of Cambridge and the London School of Economics and Political Sciences.
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RWC seeks to minimise any conflicts of interest, and endeavours to act at all times in accordance with its legal and regulatory obligations as well as its own policies and codes of conduct.This audio is directed only at professional, institutional, wholesale or qualified investors. The services provided by RWC are available only to such persons. It is not intended for distribution to and should not be relied on by any person who would qualify as a retail or individual investor in any jurisdiction or for distribution to, or use by, any person or entity in any jurisdiction where such distribution or use would be contrary to local law or regulation.This audio has been prepared for general information purposes only and has not been delivered for registration in any jurisdiction nor has its content been reviewed or approved by any regulatory authority in any jurisdiction. The information contained herein does not constitute: (i) a binding legal agreement; (ii) legal, regulatory, tax, accounting or other advice; (iii) an offer, recommendation or solicitation to buy or sell shares in any fund, security, commodity, financial instrument or derivative linked to, or otherwise included in a portfolio managed or advised by RWC; or(iv) an offer to enter into any other transaction whatsoever (each a “Transaction”). No representations and/or warranties are made that the information contained herein is either up to date and/or accurate and is not intended to be used or relied upon by any counterparty, investor or any other third party.RWC uses information from third party vendors, such as statistical and other data, that it believes to be reliable. However, the accuracy of this data, which may be used to calculate results or otherwise compile data that finds its way over time into RWC research data stored on its systems, is not guaranteed. 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