INVESTOR TYPE SELECTOR

Where are you located?

What kind of investor are you?

Professional
Non-Professional
SUBMIT
By clicking Submit you agree that you have read and accepted the terms and conditions detailed in the DISCLAIMER

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.

 

Key Features

Focus on the supply side. A strong belief that analysing changes in industry structures and in the amount of capital deployed in a sector is more insightful to future returns on capital

Alignment of interests. Management who have well-crafted incentive programmes or who have bought significant equity positions themselves are more likely to make good decisions for the long-term health of the company. Effective governance and strong alignment of interests is the control mechanism by which management are incentivised to focus on a broad array of risks which face the company, many of which are impossible to see from the outside.

A framework for the long term. A multi-year time horizon allows us to buy assets when they are trading at a significant discount to intrinsic value, often when they are deeply out of favour, generating real returns for our investors over the long term. It is our belief that effective capital allocation increases the likelihood of the market price trending towards the intrinsic value of the company over time and reduces the risk of damaging behaviour.

Index agnostic. The team employs an unconstrained bottom-up approach and has complete disregard for artificial sector and geographic designations.

TEAM

Louise Keeling

Louise joined RWC in April 2013 to establish the long-only global equity team. Louise was previously Global Portfolio Manager at Marathon Asset Management, where she had sole responsibility for her sub-portfolio, an unconstrained global mandate, with no analytical support and a strong emphasis on personal accountability.

Prior to joining Marathon, Louise worked within the investment arm of Clerical Medical (later known as Insight Investment), where she ended up with sole responsibility for the $4bn US equity business. Louise started her career on the Bank of England graduate scheme.

Miki Sugimoto

Miki joined RWC in September 2015 and brings over 10 years of experience on the buy-side. She has knowledge of Japanese markets, although her remit at RWC is global.

Miki previously held the positions of Assistant Fund Manager to the Real Return Asia Fund at Veritas Asset Management and Director of Japanese Equity at Newton Investment Management before that. Miki holds a BScEng in Computer Science from Imperial College London and is a Japanese national.

Taha Hazari

Taha joined the RWC Global Horizon team as a global generalist analyst in June 2017 from Fidelity Management & Research. Taha was an Equity Research Associate at Fidelity since 2014, where he covered a number of European technology, media and internet companies.

Taha graduated from the University of Oxford in 2014 with a B.A. in Economics and Management.

Matthew Hannay

Matthew joined RWC in September 2015 from Baillie Gifford. As part of the graduate programme at Baillie Gifford, Matthew spent time on the global equity income, developed Asia equity and North America equity desks.

Matthew holds an MA in Modern History from the University of St Andrews and Level 1 of the CFA designation.

Karolina Milewska

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

Before this she was at MKTG in Tampa, Florida as an Onsite Manager where she worked to increase product brand awareness and was responsible for the logistics of events, both locally and nationally.

Louise Keeling

Louise joined RWC in April 2013 to establish the long-only global equity team. Louise was previously Global Portfolio Manager at Marathon Asset Management, where she had sole responsibility for her sub-portfolio, an unconstrained global mandate, with no analytical support and a strong emphasis on personal accountability.

Prior to joining Marathon, Louise worked within the investment arm of Clerical Medical (later known as Insight Investment), where she ended up with sole responsibility for the $4bn US equity business. Louise started her career on the Bank of England graduate scheme.

Miki Sugimoto

Miki joined RWC in September 2015 and brings over 10 years of experience on the buy-side. She has knowledge of Japanese markets, although her remit at RWC is global.

Miki previously held the positions of Assistant Fund Manager to the Real Return Asia Fund at Veritas Asset Management and Director of Japanese Equity at Newton Investment Management before that. Miki holds a BScEng in Computer Science from Imperial College London and is a Japanese national.

Taha Hazari

Taha joined the RWC Global Horizon team as a global generalist analyst in June 2017 from Fidelity Management & Research. Taha was an Equity Research Associate at Fidelity since 2014, where he covered a number of European technology, media and internet companies.

Taha graduated from the University of Oxford in 2014 with a B.A. in Economics and Management.

Matthew Hannay

Matthew joined RWC in September 2015 from Baillie Gifford. As part of the graduate programme at Baillie Gifford, Matthew spent time on the global equity income, developed Asia equity and North America equity desks.

Matthew holds an MA in Modern History from the University of St Andrews and Level 1 of the CFA designation.

Karolina Milewska

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

Before this she was at MKTG in Tampa, Florida as an Onsite Manager where she worked to increase product brand awareness and was responsible for the logistics of events, both locally and nationally.

CONTACT US

We are here to help. For general enquiries about RWC Partners please complete the form and submit. We will respond to your enquiry as soon as possible.

Please do not provide any confidential information such as account number on this form.

PERSONAL DETAILS