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UK Equity

We have a core mantra: “Contrarian at Birth, Momentum during Life”. This is a philosophy which we have cultivated and deployed to manage our investors’ money for over 15 years. Our approach is biased towards investing in companies in less favoured areas of the market, but where we deem fundamental dynamics are improving.

 

Key Features

Manager experience. Award winning John Innes has been managing investments for over 30 years and has held senior positions at institutions including M&G, Robert Fleming and Lazard.

High conviction and unconstrained. A portfolio of around 35 stocks provides keen competition for capital. The team only invests in high conviction ideas that fit its long and successfully held investment philosophy and process. The team operates without interference from any centralised views or biases and can invest across the full market capitalisation spectrum whilst conscious of stock liquidity.

An alternative approach. The investment philosophy and process is at the heart of the how the strategy is managed.  The team is drawn to companies that are deemed out-of-fashion, but are of sufficient quality and where they can see signs of improvement. The investment process then provides the necessary due diligence to quantify, support or reject the opportunity.  Stocks are typically held for the medium to long term allowing the team to fully realise value as momentum builds. This results in a differentiated and diversified portfolio. The philosophy is summarised as "Contrarian at Birth, Momentum during Life".

TEAM

John Innes

John joined RWC as the founding portfolio manager in 2000. John has over 30 years of investment management experience, working across asset classes and at some of the most prestigious investment management firms in the UK. Prior to joining RWC John was Head of Institutional Business at M&G Investment Management since 1998 where he was responsible for $6bn of funds under management.

Before this John was Charities Investment Director at Fleming Investment Management from 1993 to 1998, and worked at Lazard Investors from 1986 where he became Head of UK International Institutions. John qualified as an ACA at KPMG.

Stuart Taylor, CFA

Stuart joined RWC in June 2010 as an analyst in the UK equity team and has 10 years of investment experience. Stuart joined from Insight Investment where he worked in the UK equity team as an analyst covering the UK consumer sectors for both long-only and long/short strategies.

John Innes

John joined RWC as the founding portfolio manager in 2000. John has over 30 years of investment management experience, working across asset classes and at some of the most prestigious investment management firms in the UK. Prior to joining RWC John was Head of Institutional Business at M&G Investment Management since 1998 where he was responsible for $6bn of funds under management.

Before this John was Charities Investment Director at Fleming Investment Management from 1993 to 1998, and worked at Lazard Investors from 1986 where he became Head of UK International Institutions. John qualified as an ACA at KPMG.

Stuart Taylor, CFA

Stuart joined RWC in June 2010 as an analyst in the UK equity team and has 10 years of investment experience. Stuart joined from Insight Investment where he worked in the UK equity team as an analyst covering the UK consumer sectors for both long-only and long/short strategies.

CONTACT US

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