Ramsy Polding
Temitope Sulaiman
Luiz Felipe Henriques Costa Ramos
Davide Basile
James Thomas
Richard Brandweiner
Jimmy Tillotson
Iori Nakayama
Shigeyuki Yokota, CFA
Zoe Gannon
Capabilities
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. They aim to deliver upside participation in rising markets while helping protect capital during downturns.
Emerging & Frontier Markets
Emerging & Frontier Markets strategies focus on capturing high-growth opportunities across the world’s fastest-growing economies. With a long-standing, index-agnostic approach, the team invests both directly in these markets and in developed market companies with significant exposure to them.
Global Intrinsic Value
Redwheel’s Global Intrinsic Value team is led by Ian Lance and Nick Purves, who each have over 30 years’ investment experience and have worked together for nearly 20 years across multiple market cycles. Alongside a team of global analysts, they are dedicated value investors seeking to identify undervalued, durable companies with strong cash flows and robust balance sheets.
Global Quality Value
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.
International Growth
International Growth Markets strategies focus on capturing high-growth opportunities across the world’s fastest-growing economies. With a long-standing, index-agnostic approach, the team invests both directly in these markets and in developed market companies with significant exposure to them.
International Intrinsic Value
Redwheel’s International Intrinsic Value team team is led by Ian Lance and Nick Purves, who each have over 30 years’ investment experience and have worked together for nearly 20 years across multiple market cycles. Alongside a team of global analysts, they are dedicated value investors seeking to identify undervalued, durable companies with strong cash flows and robust balance sheets.
Listed Infrastructure
Structural shifts driven by regulation, technological innovation, and the global energy transition are creating long-term growth opportunities across infrastructure sectors. Our team invests in publicly traded companies across developed and emerging markets that provide essential services and assets supporting economic activity and societal development.
Natural Capital and Transition
Our Natural Capital strategy seeks to deliver long-term capital growth by investing in global companies that contribute to the preservation and restoration of the planet’s natural resources. As ecosystems come under increasing pressure from pollution and resource depletion, while remaining fundamental to economic and societal stability, we see a compelling opportunity in nature-positive solutions.
Active Ownership
Our Active Ownership strategies are built on the belief that companies with active, engaged shareholders are more likely to generate superior long-term returns. The core focus of the strategies is to invest in concentrated portfolios of European and Japanese companies that are receptive to engagement, targeting fundamentally sound businesses with significant upside potential over a three- to five-year time horizon.
Stewardship
At Redwheel, Stewardship is our overarching approach to responsible investing, bringing together Sustainability, Active Ownership and Greenwheel Research & Insights into a single, disciplined framework. Through this framework we integrate material sustainability considerations into investment decisions, support investment teams with central expertise, and use focused engagement, proxy voting and thematic research to protect and enhance long-term client outcomes.