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.
Make space for the next generation
Primary analysis
Its high yield conviction approach results in concentrated portfolios that are exposed to a broad range of differentiated ideas. Individually, these ideas may represent high risk but, in combination, they deliver the potential for diversified growth.
High conviction approach
The team’s extensive experience covers a wide variety of market conditions, often as pioneer investors in markets that are not yet part of mainstream indices. Its high conviction approach results in concentrated portfolios that are exposed to a broad range of differentiated ideas that combine to deliver attractive growth potential with diversified risk.
In their latest piece, the Redwheel Emerging and Frontier Markets team discuss how Next Generation Emerging Market economies could benefit from a global shift in manufacturing supply chains through re-shoring.
For the first time in six decades, official statistics have revealed a decline in China’s population. While the demographic shift is often presented as a crisis for China, the Redwheel Emerging Markets team see opportunity in these challenges.
To the Board and fellow shareholders of Seplat Energy.
Awards and recognition
Winner: Asset Manager Investment Team of the Year
Winner 2021: Global Emerging Markets
Meet the team
A large team of investment professionals, some of whom have worked together for over two decades, prioritising face-to-face research to inform idea generation. This provides on-the-ground knowledge and an ability to seek out a wide range of opportunities across the emerging and frontier markets spectrum.
James is the Co-Head of the Emerging and Frontier Markets team and joined Redwheel in 2015.
John is the Co-Head of the Redwheel Emerging and Frontier Markets team having joined in 2015.
Victor is Co-Portfolio Manager and analyst of the team’s Frontier and Next Generation Emerging Markets Strategies.
Colin is Head of China Research and Portfolio Manager of the China Equity Fund within the Redwheel Emerging and Frontier Markets team.
Thomas is Portfolio Manager on the Emerging Market strategy and also an analyst for the Emerging and Frontier Markets team.
Marina is Head of ESG Research and Integration for the Emerging and Frontier Markets team.
Ferdinand (Ferdy) is an Analyst on the Emerging and Frontier Markets team covering Latin America.
Huanlong is an Investment Analyst in the Emerging and Frontier Markets team and joined Redwheel in 2020.
Christopher joined Redwheel in 2017 as an Analyst in the Emerging and Frontier Markets team.
Shivesh joined Redwheel in 2011 as an Analyst on the European Equity team before joining the Emerging and Frontier Markets team in 2017
Dan is the Co-Portfolio Manager of the Redwheel China Equity Fund. She joined Redwheel in 2018.
Felipe joined Redwheel in September 2020 as Macro Economist for the Redwheel Emerging and Frontier Markets strategies.
Anel is the ESG Analyst for the Emerging and Frontier Markets team and joined Redwheel in 2021.
Christopher joined the Redwheel Emerging and Frontier Markets team as an Analyst in 2018.
Alan is Head of Quantitative Research in the Emerging and Frontier Markets team and joined Redwheel in 2015.
Anil joined Redwheel in 2015 from Everest Capital, he is Head of Research within the Emerging and Frontier Markets team.
Luke joined Redwheel in December 2021 as an Analyst in the Emerging and Frontier Markets team.
Tianyu Xiang joined Redwheel in February 2022 as analyst in the Emerging and Frontier Markets team.
Kaori joined Redwheel in 2022 as an analyst of the Emerging Markets Team covering Japan.
Eloise joined Redwheel in 2022 as a Portfolio Manager to launch the Redwheel International Equity Strategy.
Archana joined Redwheel in 2022 and will be focusing on impact for the Emerging and Frontier Markets Team.
Joseph joined Redwheel in 2022 as an analyst covering international equities.
Ting joined Redwheel in 2022 to focus on sustainable solutions for the Emerging and Frontier Markets Team.
Ting kam 2022 zu Redwheel, um sich auf nachhaltige Lösungen für das Emerging and Frontier Markets Team zu konzentrieren.
