About us
Capabilities

Convertible Bonds

Convertible Bonds

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.

Emerging and Frontier Markets

Emerging & Frontier Markets

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.

European Active Ownership

European Active Ownership

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.

Global Equity Income

Global Equity Income

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.

Global Horizon Equity

Global Horizon Equity

We seek out investment opportunities from around the world with little regard for the benchmark. Our focus is on the supply side of industries, or the capital cycle, highlights areas where there are likely to be companies whose share price is trading well below what we believe is the intrinsic value. Alignment of interests is key – we are aligned with our investors through a fee structure that shares performance risk, and with our investments through an approach which emphasises management teams that are incentivised to be effective capital allocators.

Japan Active Engagement

Japan Active Engagement

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.

UK Value & Income

UK Value & Income

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.

Sustainable Growth

Sustainable Growth

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.
Sustainability
Governance
Insights
Contact us

Global Horizon Equity

We seek out investment opportunities from around the world with little regard for the benchmark. Our focus is on the supply side of industries, or the capital cycle, highlights areas where there are likely to be companies whose share prices are trading well below what we believe is the intrinsic value. Alignment of interests is key – we are aligned with our investors through a fee structure that shares performance risk, and with our investments through an approach which emphasises management teams that are incentivised to be effective capital allocators.

A focus on the supply side

We have a strong belief that by analysing changes in industry structures and in the amount of capital deployed in a sector, we can gain valuable insights into potential future returns on capital.

Alignment of interests

We believe management teams with well-crafted incentive programmes and/or significant equity stakes are more likely to make good decisions for the long-term health of their company. We look for effective governance and a strong alignment of interests in all of our investment opportunities.

Index agnostic

We employ an unconstrained bottom-up approach to investment, with artificial sector and geographic designations playing no role in portfolio construction.

Global Musings

The team explores sectors and holdings in the Redwheel Global Horizon portfolio and how they are responding to changing market dynamics and the broader political environment.

Meet the team

Louise Keeling

Louise joined Redwheel in 2012 as Head of the Global Horizon Equity Team with the goal of monetising the opportunity created by the sea of short-term focused money.

Benjamin Hall

Benjamin has been at Redwheel since 2019, he is Co-Portfolio Manager in Redwheel’s Global Horizon Equity Team.

No investment strategy or risk management technique can guarantee returns or eliminate risks in any market environment

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RWC Partners Limited is authorised and regulated by the Financial Conduct Authority in the United Kingdom. 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 03517613.