Redwheel Enhanced Index Focus Convertible
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
Cost
Efficient
Index
Plus
Smart
Enhancements
Investment Opportunities
Cost-Efficient: The strategy provides a smart, reliable way to access global convertible bonds within multi-asset portfolios at a low fee.
Enhanced Index Approach: Aims to outperform the global convertible bond market while maintaining a similar risk profile through optimized portfolio construction.
Three Alpha Levers: Delta optimization for efficient capital allocation, participation in new issuance, and convertible bond lending to enhance income.
Low Tracking Error: Portfolio designed to closely mirror the reference index while minimizing deviations across sectors, regions, and credit components.
Upside Potential with Downside Protection: Combines equity-like upside with bond characteristics, offering diversification, lower duration, and convexity benefits.
Key People
