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Convertible Bonds

Convertible Bonds

Wandelanleihen bieten eine hybride Lösung für Anleger, die ein ausgewogenes Engagement am Finanzmarkt wünschen, welches die Vorteile von Aktien und Anleihen kombiniert. Seit mehr als einem Jahrzehnt verwendet unser Team proprietäre Modelle und Systeme, um die attraktivsten Chancen innerhalb dieser Anlageklasse zu identifizieren. Wir bieten eine Auswahl an aktiv verwalteten Lösungen, welche darauf ausgelegt sind, das attraktive, asymmetrische Renditeprofil von Wandelanleihen mit unterschiedlichen Risikotoleranzen zu nutzen.

Emerging & Frontier Markets

Emerging & Frontier Markets

Schwellenländer und Frontier Märkte sind die am schnellsten wachsenden Volkswirtschaften der Welt. Wir sind überzeugt, dass das anhaltende Wachstum in diesen Märkten in unterschiedlichen Branchen attraktive Chancen bietet. Unser indexunabhängiger, opportunistischer Ansatz wurde über mehr als zwei Jahrzehnte lang verfeinert. In Kombination mit der ausgewiesenen Erfahrung unseres Teams erlaubt uns dies, an attraktiven und häufig noch unerschlossenen Wachstumschancen teilzunehmen.

European Active Ownership

European Active Ownership

Wir investieren in eine kleine Auswahl hochwertiger europäischer Unternehmen, bei denen wir durch die Lösung bestimmter unternehmensspezifischer Probleme potenziell bedeutende Möglichkeiten zur Schaffung von Mehrwert erkennen. Wir wirken als Katalysator für Veränderungen, indem wir konstruktiv mit den Unternehmen und mit anderen Aktionären zusammenarbeiten.

Global Equity Income

Global Equity Income

Ein sehr erfahrenes Team mit einer nachgewiesenen Erfolgsbilanz bei der Erzielung positiver Ergebnisse für Anleger. Die bewährte Anlagemethode, die Dividendenkraft der Titel voll auszuschöpfen, bietet das Potential, langfristig mehr Rendite bei unterdurchschnittlichen Volatilitätsraten einzufahren. Wir suchen gezielt nach der seltenen Kombination aus hohen Renditen, nachhaltigen Dividenden und einer attraktiven Bewertung, welche nur dann auftritt, wenn es gewisse Kontroversen gibt. Indem wir alles daran setzen, diese Kontroveren im Kern zu verstehen, erhöhen wir für Sie aktiv die Wahrscheinlichkeit eines Investitionserfolges.

Global Horizon Equity

Global Horizon Equity

Wir identifizieren Anlagemöglichkeiten in der ganzen Welt – unabhängig von bestehenden Benchmarks. Unser Fokus auf die Angebotsseite bzw. den Kapitalzyklus bedeutet, dass wir uns dabei auf Unternehmen konzentrieren, deren Aktienkurse unseres Erachtens weit unter ihrem intrinsichen Wert liegen. Eine gemeinsame Interessenausrichtung steht für uns an erster Stelle – wir schaffen Alignment mit den Interessen unserer Anleger durch eine Gebührenstruktur, bei welcher das Performance-Risiko geteilt wird und durch unsere Investments, indem wir auf Portfoliounternehmen setzen bei denen dem jeweiligen Mangament strukturierte Anreize für effektive Kapitalallokation gesetzt sind.

Japan Active Engagement

Japan Active Engagement

Japan ist die drittgrösste Volkswirtschaft der Welt. Die Unternehmenslandschaft des Landes befindet sich seit einigen Jahren im Umbruch. Durch unser Joint Venture mit dem in Tokio ansässigen Nissay Asset Management (NAM) investieren wir in eine kleine Anzahl ausgewählter japanischer Unternehmen, deren Bewertung aufgrund von Faktoren, welche wir für korrigierbar halten, nicht ihr volles Potenzial widerspiegelt. Wir agieren für diese Unternehmen als Partner im Change-Prozess, damit der Wandel, der zur Freisetzung des Potenzials notwendig ist, vollzogen werden kann.

UK Value & Income

UK Value & Income

Wir sind langfristige Value-Investoren und glauben fest daran, dass kurzfristige Faktoren viele Marktteilnehmer bei entsprechender Nachrichtenlage zu Überreaktionen verleiten, auch wenn die Informationen nur geringe oder gar keine Auswirkungen auf den Wert des betroffenen Unternehmens haben. In solchen Situationen können die Aktienkurse vom intrinsischen Wert des Unternehmens abweichen, was langfristig orientierten Anlegern wie uns die Möglichkeit bietet, Aktien zu einem attraktiven Preis zu erwerben. Dies schafft eine Sicherheitsmarge und bietet gleichzeitig ein signifikantes langfristiges Renditepotenzial durch Dividendenerträge und Kapitalzuwachs.
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News & insights

Open letter to the Board and fellow shareholders of Seplat Energy

To the Board and fellow shareholders of Seplat Energy.

China’s Two Sessions

The Redwheel Emerging & Frontier Markets team examine the potential implications and opportunity from China's 14th NPC and CPPCC.

Why discipline matters in investing

The word “discipline” will have different meanings for different people. In the world of investment, the word is used in a slightly different context – but in all situations, discipline exists to keep us safe.

Just Stop Selling UK Equities!

Ian Lance looks at the extreme divergence in valuations between the US and UK markets and makes his case for owning UK equities.

Share buybacks...

A look at the importance of share buybacks and sensible capital allocation, using the case study of a successful FTSE 100 business.

2023 Outlook for Emerging Markets

Despite several macroeconomic and geopolitical challenges last year, the outlook remains positive for Emerging Markets in 2023.

China: Moving on from Covid

Read the latest 2023 outlook for China.

Six reasons to consider Convertible Bonds in 2023

the Redwheel Convertible Bonds team offer six reasons why they believe the asset class can play a helpful role in portfolios in 2023.

Final thoughts from COP27

Final thoughts from COP27

Stephanie Kelly’s top five takeaways for investors from COP27.

Update from COP27

Update from COP27

Watch here as Stephanie Kelly gives an overview of the themes and conversations that were had at COP27.

Expectations for COP27

Expectations for COP27

Stephanie Kelly outlines her expectations ahead of COP27 and discusses her main areas of focus for attending.

Redwheel Global Equity Income: 2023 Outlook

Nick Clay argues the case for a return to the tortoise way of investing in 2023 - growing wealth slowly over a long period of time.

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