Global horizon equity team page

Global Horizon Equity

We seek out investment opportunities from around the world with little regard for the benchmark. Our focus on the supply side of industries, or capital cycle, highlights areas where there are likely to be companies whose share price is trading at a fraction of its intrinsic value. Superior alignment of interests runs throughout this strategy. We not only aim to align ourselves with our end clients by having a fee structure which shares performance risk, but also an investment approach which emphasises whether investee company management are incentivised to be effective capital allocators.

Assets Under Management
$3,206
Source: RWC partners, 31st March 2021
Team Members
5
Source: RWC partners, 31st March 2021
Number of Funds
2
Source: RWC partners, 31st March 2021

Global musings

With interest rates at historic lows, governments entered 2020 with little to no dry powder to address the next
economic recession. Little did we know that a global, natural disaster was among us. 

Global Horizon Equity

Generating long term performance for investors

Team

Louise Keeling is accountable for the security selection, portfolio construction and risk management. With a team of three generalist equity analysts who help generate investment ideas for inclusion in the portfolio and with the on-going monitoring and management of investments.

Louise Keeling
Louise Keeling

Louise joined RWC in April 2013 to establish the long-only global equity team.

Miki Sugimoto
Miki Sugimoto

Miki joined RWC in September 2015 and brings over 10 years of experience on the buy-side.

Benjamin Hall
Benjamin Hall

Benjamin joined RWC in August 2019 as a global analyst. He brings over 7 years of experience in equity analysis and portfolio management.

Karolina Milewska
Karolina Milewska

Karolina joined RWC in 2015, and the Global Horizon Equity team as an executive assistant in 2016.

Nathaniel Clark
Nathaniel Clark

Nathaniel joined RWC in May 2019 as a global analyst.

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