Markets Recon

redwheel

since 2000

51-200 employees
Investment Management

redwheel

Redwheel is a specialist, independent investment organisation. Our active investment heritage is built on a foundation of innovation, origination and high conviction.

Our business was established in 2000 with a simple ambition: to create an environment in which exceptional fund managers can operate in a manner that allows them to maximise the benefits of their skills over the long-term.

We have always remained true to that ambition. Today, we have more than 150 people aligned to that goal, including 56 dedicated investment professionals working across seven independent investment teams.

There are three key attributes that define who we are:
• Autonomy
• Independence
• Ownership

None of these are unique, but together they make us a distinctive fund management business with a strong, supportive culture and a genuine focus on the long-term. These core elements of our business combine to deliver a robust and sustainable culture, which is crucial for our future success.

Follow us to stay informed. Visit our website for further information.

Expertise

Asset Management, UCITS III Fund Management, Hedge Fund Management, Institutional Fund Management, Macro, Equity Income, Convertible Bonds, Specialist Value, Long Short Equity, and Emerging Markets

Harnessing reform as a catalyst for growth: South Korea and South Africa

1 day ago

As traditional global growth engines falter and market multiples remain compressed across many developed economies, a wave of reforms – from financial system liberalisation to robust governance imp...

By redwheel In Emerging Markets, Sustainability, Indexing / Passive, Equities

Are you sure about that? The folly of forecasting

6 days ago

“Some people are more certain of everything than I am of anything.” ― Robert Rubin, In an Uncertain World

By redwheel

Rethink energy exposure: Ignore electricity at your peril

23 days ago

In recent years, the energy landscape has shifted dramatically, with electricity capturing an increasingly significant share of global energy consumption. This transition is driven by the rapid ado...

By redwheel In Commodities, Sustainability, Thematic / Megatrends, Macro

Bringing a gun to a fistfight

1 month ago

In late 2007, at the height of the real estate mania gripping the USA, the famed real estate investor Sam Zell struck a deal that is still upheld today a masterclass in timing. In August 2007, abou...

By redwheel In Private Markets, Equities, Industry

Scaling solutions: The role of public and private markets in biodiversity investment

1 month ago

There is growing recognition of the importance of natural capital to the economy and society, yet it remains a relatively nascent area for investors. We are often asked about the potential for publ...

By redwheel In Private Markets, Sustainability, Equities

Three minutes with Nick Clay

1 month ago

The US has dominated global markets for well over a decade, but exceptional conditions rarely persist indefinitely.

By redwheel In Macro

Health care: A once-in-a-decade valuation opportunity?

1 month ago

Healthcare valuations are at their lowest since the financial crisis, yet fundamentals are solid. Can we expect a rerating?

By redwheel In Equities

Rebalancing the narrative: Convertibles in a new regime

1 month ago

Just over a year ago, we argued that the post-pandemic market regime—marked by higher interest rates, a broadening of equity markets beyond ‘The Magnificent Seven’ (Mag7) and macro uncertainty —was...

By redwheel In Portfolio Construction, Fixed Income, Equities, Macro

Finding value amid a new generation of price-agnostic investors: Part 3

1 month ago

This is the third in a series of notes that explores the increase in the number of market participants who are ‘valuation agnostic’, and how their influence might explain why the gap between the ch...

By redwheel In Equities

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