Convertible Bonds (Wandelanleihen) bieten eine hybride Lösung für Anleger, die ein ausgewogenes Engagement an den Finanzmärkten anstreben, welches die attraktiven Merkmale von Aktien und Anleihen kombiniert. Sie zielen darauf ab, in starken Marktphasen an Kursgewinnen teilzuhaben und gleichzeitig das Kapital in schwächeren Märkten zu schützen.
Emerging- und Frontier-Märkte-Strategien konzentrieren sich darauf, Wachstumschancen in den weltweit am schnellsten wachsenden Volkswirtschaften zu erschließen. Mit einem langjährigen, indexunabhängigen Ansatz investiert das Team sowohl direkt in diese Märkte als auch in Unternehmen aus den entwickelten Märkten, die dort ein bedeutendes Exposure haben.
Durch die Nutzung der Dividendenrenditen strebt das Redwheel Team an, mit Investitionen in ein diversifiziertes Portfolio globaler Aktien eine Kombination aus Erträgen und langfristigem Kapitalwachstum zu erzielen. Der Fonds richtet sich an Anleger, die einen disziplinierten Ansatz suchen und eine einzigartige Kombination aus überdurchschnittlicher Rendite, beständigen Erträgen und attraktiver Bewertung anstreben, während sie selektiv in übersehene Chancen investieren, bei denen kurzfristige Kontroversen zu potenziellen Fehlbewertungen geführt haben.
Ian Lance und Nick Purves führen das Global Intrinsic Value Team. Sie verfügen über mehr als 30 Jahre Erfahrung im Investmentbereich und arbeiten seit fast 20 Jahren gemeinsam in unterschiedlichen Marktzyklen. Mit ihrem Team globaler Analysten sind sie überzeugte Value-Investoren, die unterbewertete, zukunftsfähige Unternehmen mit starken Cashflows und soliden Bilanzen identifizieren.
Strukturelle Veränderungen, die durch neue Regulierungen, technologische Innovationen und die globale Energiewende vorangetrieben werden, schaffen langfristige Wachstumschancen in allen Infrastruktursektoren. Unsere börsennotierte Infrastrukturstrategie „Listed Infrastructure“ investiert in börsennotierte Unternehmen in Industrie- und Schwellenländern, die wesentliche Dienstleistungen und Anlagen bereitstellen, welche die Wirtschaftstätigkeit und die gesellschaftliche Entwicklung vorantreiben. Das Anlagespektrum umfasst Strom- und Gasversorger, Verkehrsinfrastruktur sowie Umweltdienstleister, die von der steigenden Stromnachfrage, der Dekarbonisierung und dem Elektrifizierungstrend profitieren dürften.
Unsere Natural Capital Strategie strebt langfristiges Kapitalwachstum an, indem sie in globale Unternehmen investiert, die zur Erhaltung und Wiederherstellung der natürlichen Ressourcen unseres Planeten beitragen. Während Ökosysteme trotz ihrer grundlegenden Bedeutung für die wirtschaftliche und gesellschaftliche Stabilität einem zunehmenden Druck durch Umweltverschmutzung und Ressourcenverknappung ausgesetzt sind, sehen wir in naturbejahenden Lösungen eine vielversprechende Chance.
Unsere Active-Ownership-Strategien basieren auf der Überzeugung, dass Unternehmen mit aktiven, engagierten Aktionären mit größerer Wahrscheinlichkeit überdurchschnittliche langfristige Renditen erzielen. Der Schwerpunkt der Strategien liegt auf Investitionen in konzentrierte Portfolios europäischer und japanischer Unternehmen, die offen für Engagement sind, wobei gezielt fundamental solide Geschäftsmodelle mit erheblichem Aufwärtspotenzial über einen Zeithorizont von drei bis fünf Jahren ausgewählt werden.
Bei Redwheel ist Stewardship unser übergeordneter Ansatz für verantwortungsbewusstes Investieren, der Nachhaltigkeit, Active Ownership sowie Greenwheel Research & Insights in einem einheitlichen, disziplinierten Rahmen vereint. Im Rahmen dieses Ansatzes integrieren wir wesentliche Nachhaltigkeitsaspekte in unsere Anlageentscheidungen, unterstützen unsere Investmentteams mit zentral gebündelter Expertise und nutzen gezieltes Engagement, Stimmrechtsausübung sowie thematische Analysen, um langfristige Kundenergebnisse zu schützen und zu verbessern.
Simon kam 2021 als Head of Strategic Partners zu Redwheel. Sein Ziel in dieser Funktion ist es, das Wachstum der Marke Redwheel zu unterstützen und langfristige Partnerschaften im UK Intermediary Markt aufzubauen.
Simon begann seine Laufbahn 1998 und wechselte von Artemis, wo er seit 2005 als Sales Director tätig war, zu Redwheel.
Während dieser Zeit veröffentlichte er ein Gedicht, erklomm den Kilimanjaro, arbeitete zwei Monate lang auf einem Containerschiff und arbeitete ehrenamtlich in Pakistan, Indien und Marokko, wo er Brunnen baute um dabei mitzuhelfen, Microfinance-Programme zu initialisieren.
In seiner Freizeit ist Simon sehr sportlich und verbringt gerne Zeit mit seiner Familie. Er versucht immer noch herauszufinden, ob seine Ur-Ur-Ur-Großmutter aus Irland blaues Blut hatte.
Sein Rat an die jüngere Generation ist es, nicht nur erfolgreich sein zu wollen, sondern auch anderen dabei zu helfen, erfolgreich zu sein.
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