Redwheel Global 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
Active
Selection
Global
Reach
High
Conviction
Investment Opportunities
Equity Upside with Bond Protection: Convertibles offer asymmetric risk/return, participating in equity gains while preserving downside through bond characteristics.
Resilient in Rising Rates: Historically, convertibles tend to be the best-performing fixed income asset class during periods of rising interest rates.
Diversification & Lower Duration: Low correlation with other fixed income instruments and lower duration exposure, improving portfolio efficiency.
Convexity & Structural Advantages: Embedded options, puts, and resets enhance returns, offering capital preservation in downturns and upside participation when markets rise.
Key People
