Emerging & Frontier Markets

Emerging and frontier markets represent the fastest growing economies in the world. We believe the continued growth of these markets presents compelling opportunities across a range of industries. Our index agnostic, opportunistic approach has been honed for more than two decades, and the depth of experience garnered within our team allows us to participate in attractive growth opportunities that are off the beaten track for most investors.

Make space for the next generation

Primary analysis

Its high yield conviction approach results in concentrated portfolios that are exposed to a broad range of differentiated ideas. Individually, these ideas may represent high risk but, in combination, they deliver the potential for diversified growth.

High conviction approach

The team’s extensive experience covers a wide variety of market conditions, often as pioneer investors in markets that are not yet part of mainstream indices. Its high conviction approach results in concentrated portfolios that are exposed to a broad range of differentiated ideas that combine to deliver attractive growth potential with diversified risk.

Watch the latest interviews from the Emerging and Frontier Markets team to understand where they see opportunities across companies and sectors from their on teh road trip in China.

Watch the latest video from the Emerging & Frontier Markets team summarising their time 'on the road' in China.

Read the latest Greenwheel Insights in Investment Practice: Investing in Financial Inclusion, a joint paper between the Redwheel Emerging & Frontier Markets team and Greenwheel.

Awards and recognition

Winner: Asset Manager Investment Team of the Year

Winner 2021: Global Emerging Markets

James Johnstone ranked #1 Manager – Citywire Euro Stars 2023 

Meet the team

A large team of investment professionals, some of whom have worked together for over two decades, prioritising face-to-face research to inform idea generation. This provides on-the-ground knowledge and an ability to seek out a wide range of opportunities across the emerging and frontier markets spectrum.

James Johnstone

James is Co-Head of the Redwheel Emerging & Frontier Markets Team and the portfolio manager for the Redwheel Frontier and Next Generation Emerging Markets Strategies.

John M. Malloy

John is Co-Head of the Redwheel Emerging & Frontier Markets Team and the portfolio manager of the Redwheel Emerging Markets strategy.

Victor Erch

Victor serves as portfolio manager for Redwheel Sustainable Emerging Markets Equity Strategy and team’s Frontier and Next Generation Emerging Markets Strategies.

Colin Liang

Colin leads our China research effort and is a member of the investment committee for the Redwheel Emerging and Frontier Markets team.

Cem Akyurek, Ph.D

Cem leads macro research and is a member of the investment committee for the Emerging and Frontier Markets team at Redwheel.

Thomas K. Allraum, Chartered FCSI

Thomas is portfolio manager for the Redwheel Emerging Markets and International Equity strategies.

Ferdinand Campbell

Ferdinand serves as an analyst covering the Latin America region for the Redwheel Emerging and Frontier Markets team.

Christopher DiSalvatore

Christopher joined Redwheel in September 2017 as an analyst covering the Andean region within Latin America for the Redwheel Emerging and Frontier Markets strategies.

Shivesh Haulkhory

Shivesh joined Redwheel in 2011 as an Analyst on the European Equity team before joining the Emerging and Frontier Markets team in 2017

Dan Huang

Dan is the Co-Portfolio Manager of the Redwheel China Equity Fund. She joined Redwheel in 2018.

Felipe Labbe, Ph.D

Felipe joined Redwheel in September 2020 as Macro Economist for the Redwheel Emerging and Frontier Markets strategies.

Jessica Lim

Jessica is an Analyst in the Emerging and Frontier Markets team.

Anel Pena

Anel is the ESG Analyst for the Emerging and Frontier Markets team and joined Redwheel in 2021.

Matthew Sandys-Thomas

Matthew joined Redwheel in October 2020 as a graduate recruit.

Jaimin Shah, CFA

Jaimin leads our bottom up research efforts, serves as an analyst covering Asia and a member of the investment committee for the Redwheel Emerging and Frontier Markets team.

Christopher Siow

Christopher joined the Redwheel Emerging and Frontier Markets team as an Analyst in 2018.

Alan Spies, Ph.D

Alan leads our quantitative research effort and is a member of the investment committee.

Luke Yang

Luke joined Redwheel in December 2021 as an Analyst in the Emerging and Frontier Markets team.

Tianyu Xiang

Tianyu Xiang joined Redwheel in February 2022 as analyst in the Emerging and Frontier Markets team.

Kaori Mackay

Kaori joined Redwheel in 2022 as an analyst covering Japan. She also serves as a member of the investment committee for the Redwheel Emerging and Frontier Markets team.

Eloise Veillet

Eloise joined Redwheel in 2022 as a Portfolio Manager to launch the Redwheel International Equity Strategy.

Nick Smithie

Nick joined Redwheel as a Head of Thematic Research and is a member of the investment committee for the Redwheel Emerging and Frontier Markets team.

Archana Shah

Archana has 19 years of industry experience, in Redwheel she serves as portfolio manager for Redwheel Sustainable Emerging Markets Equity Strategy.

Joseph Ayoola

Joseph joined Redwheel in 2022 as an analyst covering international equities.

Hui Ting Ang

Ting is portfolio manager for the Redwheel Sustainable Emerging Markets Equity strategy, as well as an analyst in the Redwheel Emerging and Frontier Markets team and a member of investment committee.

No investment strategy or risk management technique can guarantee returns or eliminate risks in any market environment