Nick Clay, Portfolio Manager for the Redwheel Global Equity Income team, explores why Compass Group is an excellent example of how AI-driven indiscriminate selling can create value opportunities in best‑in‑class companies, and how the Global Equity Income strategy is designed to exploit this kind of disruption.

John Teahan, Portfolio Manager and Company Engagement Lead with the Redwheel Value and Income team, explores how virtual‑only AGM formats risk diluting public accountability, particularly for long‑term and retail investors. He argues that well‑designed hybrid AGMs can reconcile safety and convenience with the discipline and visibility of a physical meeting.

The Redwheel Emerging and Frontier Markets team explores what is driving this quiet bull market – from reform momentum and rerating potential to deeper structural supports – and asks how durable it might be.

Shaul Rosten, Analyst, Redwheel Value & Income, draws on Dietrich Bonhoeffer’s ‘Theory of Stupidity’, the recent Palantir–Burry spat and the rise of AI trading tools to show why rational, long-term investors still have a structural edge.

Discover how Redwheel’s Emerging and Frontier Markets team has taken a cornerstone stake in the newly listed Uzbekistan National Investment Fund, drawing on years of local research and indirect exposure.

Since entering the sector in 2020, Redwheel has built a differentiated, Board-first model for Investment Trusts, treating each Trust as a standalone and truly independent entity and offering the sharper alignment and focus that Boards should expect from their Investment Manager.

Filippo Neumaier, analyst in Redwheel's Value and Income team, uses Charlie and the Chocolate Factory to champion patient, steady compounding over market greed, spotlighting two companies as resilient, cash‑generative confectionery businesses. In a market obsessed with high‑growth, AI‑driven stories, he argues these quietly undervalued names offer a more durable path to long‑term returns.

From Dyson’s relentless innovation to intelligent buybacks and dividends, this piece examines how businesses can create value even when the market remains sceptical. Read the recent piece from Shaul Rosten and the Redwheel Value & Income team.

Discover how our Ecofin investment team argues that disruption in the Strait of Hormuz could be an energy shock with echoes of Fukushima, reshaping global power markets and energy security priorities.

There is an old Warren Buffett quote that is often used: “Price is what you pay, value is what you get”. Most investors nod along and then go back to buying whatever US large-cap growth stock everyone else is buying. Large mispricings are more likely to be found in areas where few are looking, however, and this should prompt the bargain hunter to start peering into places far from New York and London...