# Our team – an approach developed over two decades
Our 21-strong investment team brings together the economic and cultural perspectives of 13 nationalities, speaking 16 languages and drawing on business experience having worked together around the world for over twenty years.
The Redwheel Emerging and Frontier Markets Team uses a combination of macroeconomic, thematic and bottom-up, fundamental analysis in its approach to investing. It focuses
on companies exhibiting strong growth characteristics that are not yet reflected in the share price. A key attribute of the approach is that it is idea focused rather than index- driven. The team, which currently manages over $12bn on
behalf of its clients, is supported in its macro and geopolitical research by RiceHadleyGates LLC, with whom it maintains a strategic advisory relationship.
James Johnstone, Portfolio Manager
Victor Erch, Portfolio Manager
James co-manages the Redwheel Emerging & Frontier Markets strategies with
John Malloy.
He has been investing in these economies for over 20 years, along with several of the analysts and economists that form the Redwheel Emerging & Frontier Markets team.
James holds an MA (Hons) in Classics and Modern Languages, Christ Church, Oxford
University and speaks Russian.
Victor joined the Redwheel Emerging and Frontier Markets team in November 2017 as an analyst covering the EMEA-region ex. Russia and Africa. In January 2021, he was promoted to co-portfolio manager of the Redwheel Next Generation of Emerging Markets Equity Fund and the Redwheel Frontier Markets Equity Fund.
He has 6 years of experience in investment management and research, most recently serving as a generalist analyst on the Redwheel European Equity team. He holds a BSc (Hons) in Banking & International Finance from Cass Business School (City, University of London). Victor is fluent in Swedish, Danish and Norwegian and conversational
in Spanish.
Contact us
Please contact us if you have any questions or would like to discuss any of our strategies.
E invest@redwheel.com W www.redwheel.com
Redwheel London
Verde
10 Bressenden Place London SW1E 5DH
T +44 20 7227 6000
Redwheel Miami
2640 South Bayshore Drive Suite 201
Miami
Florida 33133
T +1 305 602 9501
Redwheel Singapore
80 Raffles Place
#22-23
UOB Plaza 2
Singapore 048624
T +65 6812 9540
Redwheel Zurich
Freigutstrasse 15
8002 Zurich
T 41 79 207 86 70
Disclaimer and Important Information
Redwheel is a registered trademark of RWC Partners Limited.
The term “RWC” may include any one or more RWC branded entities including RWC Partners Limited and RWC Asset Management LLP, each of which is authorised and regulated by the UK Financial Conduct Authority and, in the case of RWC Asset Management LLP, the US Securities and Exchange Commission; RWC Asset Advisors (US) LLC, which is registered with the US Securities and Exchange Commission; and RWC Singapore (Pte) Limited, which is licensed as a Licensed Fund Management Company by the Monetary Authority of Singapore.
RWC may act as investment manager or adviser, or otherwise provide services, to more than one product pursuing a similar investment strategy or focus to the product detailed in this document. RWC seeks to minimise any conflicts of interest, and endeavours to act at all times in accordance with its legal and regulatory obligations as well as its own policies and codes of conduct.
This document is directed only at professional, institutional, wholesale or qualified investors. The services provided by RWC are available only to such persons. It is not intended for distribution to and should not be relied on by any person who would qualify as a retail or individual investor in any jurisdiction or for distribution to, or use by, any person or entity in any jurisdiction where such distribution or use would be contrary to local law or regulation.
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Additional Information for Swiss Investors. This is an advertising document.
Swiss Representative FIRST INDEPENDENT FUND SERVICES LTD, Klausstrasse 33 CH 8008 Zurich Swiss Paying Agent Helvetische Bank AG, Seefeldstrasse 215 CH 8008 Zurich.
The Prospectus, the Articles of Association, the Key Investor Information Document ( as well as the annual and semi annual reports of the Fund may be obtained free of charge from the Swiss Representative In respect of the Shares distributed in Switzerland to Qualified Investors, the place of performance is at the registered office of the Swiss Representative The place of jurisdiction is at the registered office of the Swiss Representative or at the registered office or place of residence of the investor.

Translation (ENDE, 2022-03-09):
# Unser Team – Ein über zwei Jahrzehnte entwickelter Ansatz
Unser 21-köpfiges Investment-Team vereint das wirtschaftliche und kulturelle Know-how aus 13 Ländern. Wir sprechen 16 Sprachen und greifen auf Berufserfahrungen zurück, die auf der über zwanzigjährigen Zusammenarbeit in Ländern rund um den Globus beruht. Das RWC Emerging and Frontier Markets Team kombiniert in seiner Anlagestrategie eine Kombination aus makroökonomischen Analysen, Themen- und Bottom-up-Ansätzen sowie
Fundamentalanalysen. Es konzentriert sich auf Unternehmen, die ein starkes Wachstumsprofil aufweisen, welches sich noch nicht im Aktienpreis widerspiegelt. Ein wichtiges Element der Anlagestrategie liegt darin, dass sie eher ideen- als indexorientiert ist. Das Team, welches ein Kundenvermögen von über $12 Mrd. verwaltet, wird in seinem makroökonomischen und geopolitischen Research von RiceHadleyGates LLC unterstützt, mit welcher RWC eine strategische Beratungszusammenarbeit unterhält.
James Johnstone, Portfoliomanager
Victor Erch, Portfoliomanager
James ist gemeinsam mit John Malloy Co-Manager der RWC Emerging and Frontier
Markets Strategien.
Ähnlich wie die anderen Analysten und Ökonomien im RWC Emerging and Frontier
Markets Team investiert auch er bereits seit über 20 Jahren in diese Wirtschaftsräume.
James verfügt über einen MA (cum Honore) in Altsprachlicher Philologie und Modernen Sprachen, Christ Church, Universität Oxford. Er spricht Russisch.
Victor stieß im November 2017 als EMEA-Analyst (ex. Russland und Afrika) zum RWC Emerging and Frontier Markets Team. Im Januar 2021 wurde er zum Co-
Portfoliomanager des RWC Next Generation of Emerging Markets Fund und des RWC Frontier Markets Equity Fund befördert.
Er verfügt über 6 Jahre Erfahrung im Investment Management und Anlageresearch, jüngst als Generalist Analyst im RWC European Equity Team. Er verfügt über einen BSc (cum Honore) in Banking & International Finance (Cass Business School, University of London). Victor spricht fließend Schwedisch, Dänisch und Norwegisch und verfügt über gute Spanischkenntnisse.
Kontakt
Bitte kontaktieren Sie uns, falls Sie Fragen haben oder sich über eine unserer Strategien unterhalten möchten.
E invest@redwheel.com W www.redwheel.com
Redwheel London
Verde
10 Bressenden Place
London SW1E 5DH
T +44 20 7227 6000
Redwheel Miami
2640 South Bayshore Drive Suite 201
Miami Florida 33133
T +1 305 602 9501
Redwheel Singapore
80 Raffles Place
#22-23
UOB Plaza 2
Singapore 048624
T +65 6812 9540
Redwheel Zurich
Freigutstrasse 15
8002 Zürich
T 41 79 207 86 70
Haftungsausschluss und wichtige Hinweise
Redwheel ist eine eingetragene Marke von RWC Partners Limited. Dieses Dokument wurde von Redwheel ausschliesslich für professionelle Anleger erstellt. Der Fonds ist ein Teilfonds der Redwheel Funds, einer offenen Investmentgesellschaft mit variablem Grundkapital nach luxemburgischen Recht. Dieses Dokument stellt weder eine Aufforderung noch ein Angebot zum Kauf oder Verkauf von Fonds oder anderen Anlagen dar und wird in Großbritannien durch RWC Partners Limited (“RWC”) herausgegeben. Dieses Dokument stellt keine Anlage-, Rechts- oder Steuerberatung dar, trifft keine Aussage zur Eignung oder Angemessenheit einer Anlage und dient lediglich zu Informationszwecken. Die in den Kommentaren geäußerten Ansichten sind diejenigen des Investmentteams. Niemand
darf dieses Dokument oder seinen Inhalt ganz oder teilweise zu irgendeinem Zweck ohne die ausdrückliche, vorherige schriftliche Genehmigung von RWC verbreiten, vervielfältigen oder veröffentlichen, und auch dann nur in Gerichtsbarkeiten und an Anleger, in denen beziehungsweise für welche dies gesetzlich zulässig ist. Die vergangene Wertentwicklung ist kein zuverlässiger Indikator für die zukünftige Wertentwicklung, und der Wert der Anlagen und der daraus erzielten Erträge kann sowohl fallen als auch steigen. Ein Anleger erhält möglicherweise den investierten Betrag nicht zurück und kann seine gesamte Anlage verlieren. Die Anlagerisiken sind im Fondsprospekt aufgeführt und sollten zusammen mit Ihrem Anlageberater geprüft werden. Bitte lesen Sie den Fondsprospekt, das Dokument mit
den wesentlichen Informationen für Anleger, die Zusammenfassung der Anlegerrechte und andere rechtliche Dokumente sowie die Jahres- und Halbjahresberichte, bevor Sie eine Anlageentscheidung treffen; diese Dokumente sind kostenlos und falls erforderlich in der Landessprache erhältlich bei RWC oder auf der Website von RWC unter https://www.redwheel.com/ . Waystone Management Company (Lux) S.A., oder RWC als weltweiter Vertreiber, haben das Recht, die Vereinbarungen über den Vertrieb der RWC Fonds in bestimmten Rechtsordnungen und an bestimmte Anleger zu beenden. Zusätzliche Informationen für Schweizer Anleger: Dies ist ein Werbedokument. Vertreter in der Schweiz: FIRST INDEPENDENT FUND SERVICES LTD, Klausstrasse 33, CH-8008 Zürich. Schweizer Zahlstelle: Helvetische Bank AG, Seefeldstrasse 215, CH-8008 Zürich. Der Fondsprospekt, die wesentlichen Informationen für Anleger, die Statuten, das Fondsreglement sowie die Jahres- und Halbjahresberichte der von RWC verwalteten Fonds sind beim Vertreter in der Schweiz kostenlos erhältlich. Für die in der Schweiz vertriebenen Wertpapiere ist der Erfüllungsort der Sitz des Schweizer Vertreters. Der Gerichtsstand ist der Sitz des Schweizer Vertreters oder der Sitz oder Wohnsitz des Anlegers.
Disclaimer and Important Information Redwheel is a registered trademark of RWC Partners Limited. This document is produced by Redwheel for its professional investors only. The fund is a Sub-Fund of Redwheel Funds, an open-ended investment company with variable share capital organised under the laws of Luxembourg. This document is not a solicitation or an offer to buy or sell any fund or other investment and is issued in the UK by RWC Partners Limited (“RWC”). This document does not constitute investment, legal or tax advice and expresses no views as to the suitability or appropriateness of any investment and is provided for information purposes only. The views expressed in the commentary are those of the investment team. No person may distribute, copy or publish this document or any of its contents, in whole or in part, for any purpose, without the express, prior written permission of RWC and only in jurisdictions and to investors where
it is legally permissible to do so. Past performance is not a reliable indicator of future performance and the value of investments and the income from them may fall as well as rise. An investor may not get back the amount invested and could lose all of their investment. The risks of investment are detailed in the prospectus and should be considered in conjunction with your investment adviser. Please refer to the prospectus, Key Investor Information Document, summary of investor rights and other legal documents as well as annual and semi- annual reports before making investment decisions; these documents are available free of charge from RWC or on RWC’s website: https:// www.redwheel.com/ and available in local languages where required. Waystone Management Company (Lux) S.A., or RWC as the global distributor, have the right to terminate the arrangements made for marketing RWC Funds in certain jurisdictions and to certain investors. Additional Information for Swiss Investors: This is an advertising document. Swiss Representative: FIRST INDEPENDENT FUND SERVICES LTD, Klausstrasse 33, CH-8008 Zurich. Swiss Paying Agent: Helvetische Bank AG, Seefeldstrasse 215, CH-8008 Zurich. The Prospectus, the Articles of Association, the Key Investor Information Document (KIID), as well as the annual and semi-annual reports of the Fund may be obtained free of charge from the Swiss Representative. In respect of the Shares distributed in Switzerland, the place of performance is at the registered office of the Swiss Representative. The place of jurisdiction is at the registered office of the Swiss Representative or at the registered office or place of residence of the investor.