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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. Davide has been managing the convertible bonds team since January 2010 which 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 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.

Justin Craib-Cox

Justin joined RWC Partners as a senior member of the Convertible Bond team and co-manager of the Core Plus Funds in March 2018. He brings extensive industry experience via Investment Management, Trading & Execution, Equity & Credit Research, and Corporate Development. Prior to joining RWC, Justin worked as Senior Fund Manager to the Global Convertible Bond Portfolio, with peak AUM of USD +2.5bn, at Aviva Investments. Justin was responsible for global allocation, security analysis and selection, trading and execution and generation of risk-adjusted returns. Prior to Aviva Investments, he was deputy fund manager/analyst for global convertible bonds at M&G Investments, working alongside the lead manager for a EUR +1bn portfolio.

Justin is a CFA Charterholder, graduated from the University of Virginia where he gained a degree in English and History and earned a Masters in Finance from London Business School.

Uday Sikand, CFA

Uday joined RWC Partners as an intern in December 2011; he was subsequently offered a full-time position as an Developer working on risk and performance related projects. He joined the RWC Global Convertibles team in July 2014 as an analyst primarily focusing on security analysis and developing proprietary portfolio models.

His current role is focused around idea generation and security analysis with emphasis on the IT sector in North America and Asia. Uday is a CFA charterholder, graduated from Henley Business School in 2011 where he gained a MSc in Investment Management.

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 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.

Justin Craib-Cox

Justin joined RWC Partners as a senior member of the Convertible Bond team and co-manager of the Core Plus Funds in March 2018. He brings extensive industry experience via Investment Management, Trading & Execution, Equity & Credit Research, and Corporate Development. Prior to joining RWC, Justin worked as Senior Fund Manager to the Global Convertible Bond Portfolio, with peak AUM of USD +2.5bn, at Aviva Investments. Justin was responsible for global allocation, security analysis and selection, trading and execution and generation of risk-adjusted returns. Prior to Aviva Investments, he was deputy fund manager/analyst for global convertible bonds at M&G Investments, working alongside the lead manager for a EUR +1bn portfolio.

Justin is a CFA Charterholder, graduated from the University of Virginia where he gained a degree in English and History and earned a Masters in Finance from London Business School.

Uday Sikand, CFA

Uday joined RWC Partners as an intern in December 2011; he was subsequently offered a full-time position as an Developer working on risk and performance related projects. He joined the RWC Global Convertibles team in July 2014 as an analyst primarily focusing on security analysis and developing proprietary portfolio models.

His current role is focused around idea generation and security analysis with emphasis on the IT sector in North America and Asia. Uday is a CFA charterholder, graduated from Henley Business School in 2011 where he gained a MSc in Investment Management.

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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