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Convertible Bonds

Convertible bonds provide a hybrid solution for investors looking to have a balanced exposure to financial markets and deliver returns that compound with low volatility over time. Our team has developed unique models and systems over the last decade, enabling us to identify the best investments within the asset class for our investors. We provide a range of actively managed solutions designed to exploit the attractive asymmetric return profile of convertible bonds with varying degrees of risk tolerance.

 

Key Features

Stable, focused investment team. The portfolio management team has been together since January 2010 and focuses purely on the management of convertible bond strategies. We believe this stability, undiluted attention and ownership are differentiators for our investors as we build long-term relationships that look to extract the best opportunities the convertible bond asset class has to offer.

An active approach to a dynamic asset class. Convertible bonds have the ability to preserve capital in a down-market and to participate well to the up-side but require active management to ensure that portfolios remain constantly invested in the most attractive portion of the asset class. Our strict investment process has delivered on this over time, proving particularly rewarding in periods of high volatility.

A total commitment to managing real risks. The quality of the companies whose bonds we invest in, the price we pay for these bonds and the strong management of liquidity are critical as we protect and grow our clients’ assets. We balance these factors with a strong understanding of the broader economic and political environment which can provide both risks and opportunities for bonds in one country over another. Ultimately strong returns come from ensuring that we do not expose our clients to significant losses in capital and therefore a strong approach to portfolio risk is at the forefront of the team’s investment approach. Our proprietary risk management system is key in the day-to-day management of our portfolios and we offer clients an in-depth breakdown on a monthly basis.

TEAM

Davide Basile

Davide is the Head of the Team and lead portfolio manager for the RWC Convertible Bond strategies. Davide joined RWC in January 2010 to lead the team and he brought with him a long history in convertible bonds having worked at Morgan Stanley Investment Management since 2001.

At Morgan Stanley Davide worked with in both the Private Wealth and Investment Management divisions, and most recently held the Head of Convertible Bonds position. Davide graduated from Imperial College London with a degree in Material Science Engineering.

Esther Watt, CFA

Esther joined RWC in 2009 having previously worked as a global fixed income product specialist at Fortis Investments. Prior to Fortis, Esther was an analyst within the global credit risk management division at JP Morgan.

Esther graduated from the ICMA Centre at Reading University with a BSc in International Securities, Investment and Banking and is a CFA Charterholder.

Uday Sikand, CFA

Uday joined RWC Partners as a Junior Analyst/System Developer in December 2011; he was subsequently promoted to IT Analyst. His primary responsibilities included the development of applications to support the Operations Team, as well as reporting performance attribution and risk analytics. Uday joined the RWC Convertible Bonds team in July 2014 as an analyst to support the team with system development, fundamental research and industry analysis.

Uday graduated from the Henley Business School in 2011 with a Master of Science in Investment Management and is a CFA Charterholder.

Georgi Dodov

Georgi joined the RWC convertible bonds team in April 2017 from Kepler Cheuvreux. At Kepler Cheuvreux Georgi worked within the convertible bonds team as an analyst where his responsibilities included the production of trade ideas and pricing of issuance structures. Prior to this he was a junior analyst at Aviva Investors.

Georgi has an MSc in Investment and Wealth Management from Imperial College, London and a BSc in International Business, Finance and Economics from the University of Manchester.

Davide Basile

Davide is the Head of the Team and lead portfolio manager for the RWC Convertible Bond strategies. Davide joined RWC in January 2010 to lead the team and he brought with him a long history in convertible bonds having worked at Morgan Stanley Investment Management since 2001.

At Morgan Stanley Davide worked with in both the Private Wealth and Investment Management divisions, and most recently held the Head of Convertible Bonds position. Davide graduated from Imperial College London with a degree in Material Science Engineering.

Esther Watt, CFA

Esther joined RWC in 2009 having previously worked as a global fixed income product specialist at Fortis Investments. Prior to Fortis, Esther was an analyst within the global credit risk management division at JP Morgan.

Esther graduated from the ICMA Centre at Reading University with a BSc in International Securities, Investment and Banking and is a CFA Charterholder.

Uday Sikand, CFA

Uday joined RWC Partners as a Junior Analyst/System Developer in December 2011; he was subsequently promoted to IT Analyst. His primary responsibilities included the development of applications to support the Operations Team, as well as reporting performance attribution and risk analytics. Uday joined the RWC Convertible Bonds team in July 2014 as an analyst to support the team with system development, fundamental research and industry analysis.

Uday graduated from the Henley Business School in 2011 with a Master of Science in Investment Management and is a CFA Charterholder.

Georgi Dodov

Georgi joined the RWC convertible bonds team in April 2017 from Kepler Cheuvreux. At Kepler Cheuvreux Georgi worked within the convertible bonds team as an analyst where his responsibilities included the production of trade ideas and pricing of issuance structures. Prior to this he was a junior analyst at Aviva Investors.

Georgi has an MSc in Investment and Wealth Management from Imperial College, London and a BSc in International Business, Finance and Economics from the University of Manchester.

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