RWC Asset Advisors (us) LLC
RWC Asset Advisors (US) LLC, now known as Redwheel in the US, is an SEC-registered investment adviser headquartered in Miami, Florida. Established in 2012 and registered with the SEC in 2015, the firm specializes in offering tailored asset management solutions primarily for institutional investors. With approximately 29 employees, RWC Asset Advisors provides a range of investment strategies and is part of the Redwheel global asset management group.
Investment Strategy
RWC Asset Advisors (US) LLC focuses on active asset management strategies across a diverse set of equity and alternative investment portfolios. The firm employs fundamental, high-conviction, and often unconstrained approaches, seeking to deliver risk-adjusted returns tailored to institutional clients. The investment philosophy emphasizes a long-term outlook, incorporating bottom-up research and thematic insights.
Latest 13F Filing Activity
RWC Asset Advisors (us) LLC filed their most recent 13F report on Jun 30, 2025 disclosing 16 equity positions with a total 13F market value of $415M. The fund increased holdings in Coupang Inc., Embraer S.A., Mercadolibre Inc. among other positions. RWC Asset Advisors (us) LLC reduced exposure to PDD Holdings Inc., Gold Fields LTD, Alibaba Group HLDG LTD among others.
Top Holdings
Equity Positions (16)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GFI | GOLD FIELDS LTD | 18.73% | $77.6M | 3,280,386 | $12.00 | $23.67 | -$34.1M |
L LI | LI AUTO INC | 16.02% | $66.4M | 2,449,915 | $28.04 | $27.11 | -$8.5M |
P PBR | PETROLEO BRASILEIRO SA PETRO | 14.31% | $59.3M | 4,743,523 | $14.60 | $12.51 | -$6.5M |
B BABA | ALIBABA GROUP HLDG LTD | 13.37% | $55.4M | 488,630 | $82.46 | $113.41 | -$25.9M |
M MELI | MERCADOLIBRE INC | 12.14% | $50.3M | 19,258 | $1169.55 | $2613.63 | +$2.4M |
Industry Allocation
Investment Team (3)
| Name | Role | Location | |
|---|---|---|---|
 | Portfolio Manager | New York, NY , United States | |
 | Vice President - Portfolio Management | United States | |
E Eleanor Firestein | Investment Analyst | New York, NY , United States |