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...

Watch the latest video from Portfolio Manager, Davide Basile, to learn more about Redwheel's Enhanced Index Focus Convertibles Strategy.

Watch a recent video from John Malloy, Co-Head, Redwheel Global Emerging & Frontier Markets team to learn how global emerging markets are positioned amid rising oil prices and renewed geopolitical tensions.

In his recent insight, Nick Clay argues that today’s pickup in inflation, AI disruption and private markets stress signals a return to historically normal, higher volatility. He explains why consistent compounding, downside protection, resilient cash flows and valuation discipline are crucial to turning volatile markets from a risk into an opportunity.