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Equity Income

We are dedicated to growing and protecting the purchasing power of our investors’ capital and income. To achieve this we employ a conviction led, value-based stock selection process combined with a distinctive and technical approach to providing stabilising assets within the portfolios. This allows us to focus on delivering on both capital preservation and enhancing returns over the long term with the aim of providing a smoother return profile for investors.

 

KEY FEATURES

A technical formula. The team employs a combination of skilled stock selection, the generation of an enhanced income distribution, and technical management of risk. To do this, non-traditional instruments are used in conjunction with straight equity investments.

Unearthing value opportunities. Portfolios are comprised of lowly valued cash compounders. This is achieved through the identification of valuation anomalies within equity markets, using, amongst other methods, a combination of both normalised earnings and balance sheet adjustment to assess intrinsic value.

Experienced team. The portfolio managers have been with RWC since launch of the RWC equity income products. Their loyalty and experience is leading within the industry and has awarded them a variety of accolades across the years.

TEAM

Ian Lance

Ian joined RWC in August 2010. He was previously senior portfolio manager at Schroders managing the Institutional Specialist Value Funds, the Schroder Income Fund and Income Maximiser Fund together with Nick Purves. During his time at Schroders, Ian was Citywire AAA rated, and Nick and Ian’s Income fund was Morningstar 5 star rated, AA rated by OBSR and won the Moneywise award in 2009 in the UK Equity Income and Equity Income and Growth sectors.

Previously Ian was the Head of European Equities and Director of Research at Citigroup Asset Management and Head of Global Research at Gartmore.

Nick Purves

Nick joined RWC in August 2010. He was previously senior portfolio manager at Schroders for over 16 years managing both Institutional Specialist Value Funds and the Schroder Income Fund and Income Maximiser Fund together with Ian Lance.

During his time at Schroders, Nick was Citywire AAA rated, and Nick and Ian’s Income fund was Morningstar 5 star rated, AA rated by OBSR and won the Moneywise award in 2009 in the UK Equity Income and Equity Income and Growth sectors. Nick is a qualified Chartered Accountant.

John Teahan, CFA

John joined RWC in September 2010. He was previously portfolio manager at Schroders where he co-managed the Schroder Income Maximiser with Nick Purves and Ian Lance. In addition he co-managed the Schroder Global Dividend Maximiser, Schroder European Dividend Maximiser and Schroder UK Income Defensive funds, all three of which employed a covered call strategy.

During his time at Schroders John also specialised in trading and managing derivative securities for a range of structured funds. Previously he worked as a performance and risk analyst for Bank of Ireland Asset Management UK. John is a CFA Charterholder.

Larry Furness, CFA

Larry joined RWC in August 2010 as a graduate recruit. From 2011 to 2013 he worked as a Market Strategist covering rates and currencies. Larry moved to the Equity Income Team in 2013 as a Research Analyst. In addition to his research role Larry supports the derivative and stock trading function. He graduated from the University of Nottingham in 2009 with an honours degree in Economics and during his tenure successfully completed two intern positions;

the first at Permal Investment Management where he was involved in manager research for the firm as an Investment Analyst, and the Government Economic Service as an Assistant Economist. Larry is a CFA Charterholder.

Jaakko Kinanen

Jaakko joined RWC’s Equity Income team in September 2015 from Northleaf Capital. Jaakko was an Associate within the Private Equity team at Northleaf, where he focussed on secondary private equity transactions. Prior to this Jaakko worked at Bank of America Merrill Lynch as a Senior Analyst within their Investment Banking division in London, and at AIM Capital in Helsinki before that.

Jaakko graduated from the Aalto University School of Economics with an M.Sc. (with Distinction) in Finance. He is fluent in Finnish and English.

James Kellett, CFA

James joined the Equity Income team at RWC as a generalist analyst in February 2017. He was previously at Orbis Investment Advisory where he covered European equities.

James joined Orbis in 2013 following the completion of a degree in Natural Sciences at the University of Cambridge. James is a CFA Charterholder.

Ian Lance

Ian joined RWC in August 2010. He was previously senior portfolio manager at Schroders managing the Institutional Specialist Value Funds, the Schroder Income Fund and Income Maximiser Fund together with Nick Purves. During his time at Schroders, Ian was Citywire AAA rated, and Nick and Ian’s Income fund was Morningstar 5 star rated, AA rated by OBSR and won the Moneywise award in 2009 in the UK Equity Income and Equity Income and Growth sectors.

Previously Ian was the Head of European Equities and Director of Research at Citigroup Asset Management and Head of Global Research at Gartmore.

Nick Purves

Nick joined RWC in August 2010. He was previously senior portfolio manager at Schroders for over 16 years managing both Institutional Specialist Value Funds and the Schroder Income Fund and Income Maximiser Fund together with Ian Lance.

During his time at Schroders, Nick was Citywire AAA rated, and Nick and Ian’s Income fund was Morningstar 5 star rated, AA rated by OBSR and won the Moneywise award in 2009 in the UK Equity Income and Equity Income and Growth sectors. Nick is a qualified Chartered Accountant.

John Teahan, CFA

John joined RWC in September 2010. He was previously portfolio manager at Schroders where he co-managed the Schroder Income Maximiser with Nick Purves and Ian Lance. In addition he co-managed the Schroder Global Dividend Maximiser, Schroder European Dividend Maximiser and Schroder UK Income Defensive funds, all three of which employed a covered call strategy.

During his time at Schroders John also specialised in trading and managing derivative securities for a range of structured funds. Previously he worked as a performance and risk analyst for Bank of Ireland Asset Management UK. John is a CFA Charterholder.

Larry Furness, CFA

Larry joined RWC in August 2010 as a graduate recruit. From 2011 to 2013 he worked as a Market Strategist covering rates and currencies. Larry moved to the Equity Income Team in 2013 as a Research Analyst. In addition to his research role Larry supports the derivative and stock trading function. He graduated from the University of Nottingham in 2009 with an honours degree in Economics and during his tenure successfully completed two intern positions;

the first at Permal Investment Management where he was involved in manager research for the firm as an Investment Analyst, and the Government Economic Service as an Assistant Economist. Larry is a CFA Charterholder.

Jaakko Kinanen

Jaakko joined RWC’s Equity Income team in September 2015 from Northleaf Capital. Jaakko was an Associate within the Private Equity team at Northleaf, where he focussed on secondary private equity transactions. Prior to this Jaakko worked at Bank of America Merrill Lynch as a Senior Analyst within their Investment Banking division in London, and at AIM Capital in Helsinki before that.

Jaakko graduated from the Aalto University School of Economics with an M.Sc. (with Distinction) in Finance. He is fluent in Finnish and English.

James Kellett, CFA

James joined the Equity Income team at RWC as a generalist analyst in February 2017. He was previously at Orbis Investment Advisory where he covered European equities.

James joined Orbis in 2013 following the completion of a degree in Natural Sciences at the University of Cambridge. James is a CFA Charterholder.

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