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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.
Colin leads our China research effort and is a member of the investment committee for the Redwheel Emerging and Frontier Markets team. He has 18 years of experience in investment and financial analysis, most recently at NN Investment Partners (ING Investments) where he was a portfolio manager responsible for investments in Greater China. Previously, Colin was an investment analyst at SeaTownHoldings and equity research analyst at Bank of America Merrill Lynch. He holds a Master’s in Finance from Lancaster University in UK and a Bachelor’s in Economics from Tongji University in China. Colin is a native speaker in Mandarin.
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.