Redwheel Asia Convertibles Fund
Investment Strategy
Redwheel is a specialist, independent investment manager founded in 2000, managing approximately $21.2 billion[1]across global offices in London, Miami, Singapore, and Copenhagen. Their active approach to investing, led by our autonomous investment teams, focuses on investing with conviction for current and future generations and the world in which we all live.
[1] As at 31st December 2025
For over ten years, the Convertibles Bonds team has been identifying the most attractive opportunities within this asset class. By capitalizing on the favourable asymmetric return profile, the team offers a variety of actively managed solutions that aim to deliver compelling risk-adjusted returns, currently managing over $700 million in assets.[1]
[1] As at 31st December 2025
Low
Volatility
Specialized
Focus
Asia
Growth
Investment Opportunities
Access to Asia’s Growth with Lower Volatility:The strategy aims to take advantage of the opportunities presented by corporates in Asia issuing convertible bonds, providing exposure to Asian equities while reducing volatility compared to direct equity investing.
Attractive Valuations:Asian convertibles are trading at a discount to fair value, especially versus other regions, which presents a sensible entry point for investors.
Smaller Issue Sizes: Limited fund capacity allows meaningful participation in smaller issues, often overlooked by large global funds.
Strong Credit Fundamentals: Solid corporate credit profiles and short maturities provide stability and capital preservation.
Diversification: Low correlation with other asset classes and a well-diversified universe improve the efficient frontier in multi-asset portfolios.
Key People
