CC Redwheel Global Emerging Markets Fund
Access the long term potential growth of global emerging and frontier markets.
Redwheel is a global investment manager specialising in providing strategies that enable clients to invest in developed and emerging market equities, convertible bonds and income solutions that help them meet their long-term financial needs.
Located in London, Singapore and Miami, Redwheel is comprised of an experienced team of investment professionals with expertise in specific fields, one of these being emerging and frontier market equities.
The CC Redwheel Global Emerging Markets Fund (the Fund, previously known as CC RWC Partners Global Emerging Markets Fund) provides investment exposure to global emerging markets and frontier markets with the objective of providing long-term capital appreciation. The Fund is an Australian registered managed investment scheme and invests in the Underlying Fund (the Redwheel Global Emerging Markets Fund), managed by RWC Asset Advisors US LLC (Redwheel).
The team pursues an idea-focused, rather than index-driven, approach to investing which allows them to actively allocate capital across regions and countries irrespective of index weights. To guide their bottom-up fundamental research efforts, the team has built a globally integrated research process in which top-down macro and thematic research dynamically informs the bottom-up perspective. On-the-ground research is a key aspect of the research process, informing and enhancing macro, thematic and company due diligence.
Aust. equities (long) 0% – 200%
Aust. equities (short) 0% – 200%
Aust. equities (net) -15% – 15%
Access to the potential growth of emerging economies – one of the biggest advantages of investing in emerging markets is the potential for high growth. This is through long term capital appreciation of companies in some of the fastest growing countries in the world.
Diversification – an investment in emerging markets can provide a useful source of portfolio diversification as economic downturns in one country or region can be offset by growth in another.
Highly experienced portfolio management and research capabilities – Redwheel’s emerging markets equity team has significant experience in identifying opportunities across their investment universe. Over the past two decades, senior members of the team have invested in more than 120 emerging and frontier markets and have been pioneer investors in smaller markets well before their inclusion in indices.
The Responsible Entity and issuer of units in CC Redwheel Global Emerging Markets Fund ARSN 630 341 249 (the Fund) is Channel Investment Management Limited ACN 163 234 240 AFSL 439007 (CIML). The Fund invests into Class F Shares in the Redwheel Global Emerging Markets Fund (Underlying Fund) which is a sub-fund of the Redwheel Funds, an open-ended collective investment company domiciled in Luxembourg. The Investment Manager of the Underlying Fund is RWC Asset Advisors (US) LLC (Redwheel). This email (including attachments) is subject to copyright, is only intended for the addressee/s, and may contain confidential information. Unauthorised use, copying, or distribution of any part of this email is prohibited. Any use by unintended recipients is expressly prohibited. To the extent permitted, all liability is disclaimed for any loss or damage incurred by any person relying on the information in this email. While every effort has been made to verify the data in the attached report, neither CIML nor Redwheel warrant the accuracy, reliability or completeness of the information nor do they guarantee the repayment of capital, the performance of the Fund or any particular rate of return. Past performance is not an indicator of future performance. The prices of investments and income from them may fall as well as rise and an investor’s investment is subject to potential loss, in whole or in part. This communication has been prepared for the purposes of providing general information, without taking into account any particular investment objectives, financial situation or needs. The Responsible Entity has issued a product disclosure statement (PDS) for the Fund dated 13 February 2019 which contains important information and is available here. An investor should, before making any decision to acquire, or continue to hold an investment in the Fund, read and consider the PDS and any updated information and seek professional advice, having regard to the investor’s objectives, financial situation and needs. A Target Market Determination for the Fund is available at www.channelcapital.com.au.
John joined Redwheel in March 2015 from Everest Capital to co-manage the Emerging and Frontier Markets team with James. He has 27 years of experience in emerging markets, commodity, debt and equity research analysis. Before joining Redwheel, John spent 18 years at Everest Capital where he focused on emerging markets investing. Prior to this, John was a high yield manager at Barings focusing on Latin America and US markets.
John holds a BS in Management from Norwich University, an MBA from Boston University and speaks Spanish.
Thomas leads the thematic research effort, serves as an analyst covering EMEA and is a member of the investment committee for the Emerging and Frontier Markets Strategies at Redwheel. He is also co-portfolio manager for the Redwheel Emerging Markets strategy.
He has 37 years of experience in international investment management and equity research. Thomas most recently held the position of Senior Managing Director, EMEA Research at Everest Capital where he worked since 1997. Thomas was previously a Director at M&G Investment Management in London. Before that he was head of the European equity team at Swiss Bank Corporation (now UBS).
Thomas earned a BS in Economics and Business Administration from the Zurich Management Institute, Switzerland and is a Chartered Fellow of the Chartered Institute for Securities & Investment in the UK. He speaks fluent French, German and Swiss-German and is conversational in Italian.
James joined Redwheel in March 2015 from Everest Capital to co-manage the Emerging and Frontier Markets team with John. He has 19 years of investment management experience. Before joining Redwheel, James was most recently responsible for frontier markets analysis and portfolio management at Everest Capital.
He was also formerly co-founder and CIO of a multi-strategy Asian hedge fund and analyst at Gartmore and Schroders before that, where he focussed on emerging market equities. James holds an MA (Hons) in Classics and Modern Languages, Christ Church, Oxford University and speaks Russian.
Relevant Documents
You should read the PDS, TMD (if applicable) or any Investment Memorandum (or other offer documents) related to this product before making an investment decision. These documents (if available) can be found at https://www.channelcapital.com.au, or if this is a "wholesale investor only" investment, can be viewed by contacting the Product Issuer identified on the aforementioned website.
Statutory Statement
The issuer of this product is identified at the top of this page. The PDS and target market determination for the product are available in the Documents section of this listing. Prospective investors should consider the PDS before deciding to acquire the product. This product listing was vetted by and approved by the product issuer identified above before publishing. Investment Markets (Aust) Pty Ltd AFSL 527875 (IM) is not the issuer of the product.
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