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The term “Redwheel” may include any one or more Redwheel branded regulated entities including RWC Asset Management LLP, which is authorised and regulated by the UK Financial Conduct Authority and the US Securities and Exchange Commission (“SEC”); RWC Asset Advisors (US) LLC, which is registered with the SEC; RWC Singapore (Pte) Limited, which is licensed as a Licensed Fund Management Company by the Monetary Authority of Singapore; Redwheel Australia Pty Ltd is an Australian Financial Services Licensee with the Australian Securities and Investment Commission; and Redwheel Europe Fondsmæglerselskab A/S which is regulated by the Danish Financial Supervisory Authority.
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Information for Investors in Switzerland
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The information on the following pages relates to foreign collective investment schemes managed by RWC Asset Management LLP or one of its affiliates (the “Redwheel-managed funds”). Some of the Redwheel-managed funds referred to in this website have not been approved by the Swiss Financial Market Supervisory Authority (“FINMA”) and investors, therefore, do not benefit from the full investor protection under the Federal Act on Collective Investment Schemes of 23 June 2006 (“CISA”) or supervision by the FINMA. Redwheel-managed funds that have not been approved by FINMA may only be offered in Switzerland to qualified investors within the meaning of Article 10 CISA (“Qualified Investors”).
The representative of the Redwheel-managed funds in Switzerland is FIRST INDEPENDENT FUND SERVICES LTD, Feldeggstrasse 12, CH-8008 Zurich. The paying agent of the Redwheel-managed funds in Switzerland is Helvetische Bank AG, Seefeldstrasse 215, CH-8008 Zurich. The prospectus or equivalent document of the Redwheel-managed funds, the constitutional documents, the annual reports and, where produced by the respective Redwheel-managed funds, the semi-annual reports, and/or the Key Information Document (PRIIPs KID), may be obtained free of charge from the representative in Switzerland. In respect of the shares offered in Switzerland to Qualified Investors, the place of performance is at the registered office of the Swiss Representative. The place of jurisdiction is at the registered office of the Swiss Representative or at the registered office or place of residence of the investor.
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Information for Investors in the US
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Funds in the US section of the website include products registered under the Investment Company Act of 1940 (“’40 Act Funds””). The 40 Act Funds do not generally accept investments by non-U.S. persons. Non-U.S. persons may be permitted to invest in a 40 Act Fund subject to the satisfaction of enhanced due diligence.
To determine if a 40 Act Fund is an appropriate investment for you, carefully consider the fund’s investment objectives, risk, and charges and expenses. This and other information can be found in the fund’s prospectus which can be obtained by calling 1-855-RWC-FUND. or by visiting https://www.redwheel.com/us/en/accredited/funds-and-documents/. Please read the prospectus carefully before investing.
Other funds described in this website are not subject to the same regulatory requirements as 40 Act Funds, including mutual fund requirements to provide certain periodic and standardised pricing and valuation information to investors. Before making any investment in these funds, qualified prospective investors should consult the offering memorandum, and other related fund documents for a complete list of risks and other relevant information.
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Risk Warning
Past performance of any Redwheel-managed Fund is not a guide to future performance. The value of securities and any income generated from them might decrease as well as increase. There are significant risks associated with investment in the products and services provided by Redwheel and its affiliates. Fluctuations in exchange rates may have a positive or an adverse effect on the value of foreign-currency-denominated financial instruments. Certain investments, in particular alternative funds and emerging markets, involve an above-average degree of risk and should be seen as long-term in nature. Derivative instruments may involve a high degree of risk. Different types of funds or investments present different degrees of risk.
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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.
Jimmy is a Partner in the Redwheel European Active Ownership team. In his role, he enjoys the opportunity to invest in attractive companies, working with a great team, meeting a variety of companies and professionals, and continuing to learn more about how businesses and the broader world works.
Jimmy has 20 years of investing experience and has held various roles in asset management including as Director at Hermes European Focus Fund from which he joined Redwheel. Jimmy served as a director on the Board of portfolio company Opus Group AB from 2018 to 2020.
He is a CFA Charterholder.
Outside Redwheel, Jimmy enjoys ski touring, tennis and cooking.
Redwheel ® and Ecofin ® are registered trademarks of RWC Partners Limited. The term “Redwheel” may include any one or more Redwheel regulated entities including RWC Asset Management LLP, which is authorised and regulated by the Financial Conduct Authority in the United Kingdom (“RWC”). RWC is incorporated in England and Wales with its registered office at Verde 4th Floor, 10 Bressenden Place, London, SW1E 5DH, United Kingdom and its registered number is OC332015.