Redwheel

Redwheel is a London-based investment manager that primarily provides discretionary advisory services to pooled investment vehicles, including funds that rely on Section 3(c)(7) of the Investment Company Act. The firm also manages separately managed accounts and serves as the investment adviser to a U.S.-registered mutual fund, the Ecofin Global Renewable Infrastructure Fund.

The firm pursues concentrated, research-driven equity strategies—examples in the brochure include a European Focus Fund, a Frontier Markets Equity Fund, an EAFE Intrinsic Value Fund and an Emission Critical Fund—and may use long-only, long/short and event-driven approaches as well as derivatives and other instruments. Redwheel emphasizes active ownership and engagement with portfolio companies, maintains continuous portfolio monitoring, and uses commission-sharing and research payment arrangements to acquire external research.

Noteworthy aspects of Redwheel’s profile include its principal office in London while being registered as an SEC investment adviser, and its combination of advising both exempt pooled funds and an SEC-registered 40 Act mutual fund, which is less common among peer managers. The brochure also highlights an international affiliate network (including U.S. and Singapore affiliates), use of third-party operational infrastructure for the 40 Act Fund (SEI), and recent product changes such as the wind‑down of certain thematic funds.