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.
Philosophy & Process
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.
Redwheel’s emerging markets equity team is comprised of 20 experienced investment professionals, some of whom have worked together for over two decades. Portfolio manager, John Malloy has over 24 years of experience in investment management, nearly all of which has been in emerging markets. John and co-portfolio manager, Thomas Allraum are supported by a team of 18 dedicated emerging markets and frontier markets analysts and economists who work closely together to uncover growth opportunities across more than 60 markets globally.
John M. Malloy, Jr
Co-Head of Emerging & Frontier Markets
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.
Co-Head of Emerging & Frontier Markets
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.
CC Redwheel Global Emerging Markets Fund
Offering Australian investors portfolio diversification and growth potential through emerging and frontier market equities.