On April 12th and 13th Funds Society will host its fifth Investments & Golf Summit 2018. Sponsors include Janus Henderson Investors, RWC Partners, Thornburg Investment Management, Vontobel Asset Management, GAM Investments and AXA Investment Managers. The event will take place at the Blue Monster in Trump National Doral Club Golf, host of the prestigious PGA TOUR events for the past 55 years.
On April 12th, at the Investment day, sponsored also by Schroders Investment Management, Columbia Threadneedle Investments and MFS Investment Management, participants will be able to take the opportunity to discuss about Global Markets as well as the latest portfolio management strategies and investment ideas from top-performing Asset Managers from the nine sponsors, such as RWC Partners' Davide Basile.
"Convertible Bonds offer conservative equity participation whilst providing capital preservation which we believe is ideally suited for this market environment. Characteristics such as; inherent low duration, ability to benefit from a rising volatility environment, conservative equity exposure, contained valuations and recovery of the primary market all make for a compelling investment case today. Convertible bonds tend to outperform many asset classes in times of rising rates and increased volatility, and our fund is aimed at providing long only convertible exposure preserving the asset class’ asymmetry of returns to maximise the asset class’ long-term benefits." Says Davide, Head of the Team and lead portfolio manager for the RWC Convertible Bond strategies.
The RWC Global Convertibles Fund, since its inception, invests purely in physical convertible bonds and does not use synthetic instruments or other investments which may dilute away the core benefits of the asset class.
Davide joined RWC in January 2010 to lead the team and he brought with him a long history in convertible bonds having worked at Morgan Stanley since 2001. At Morgan Stanley Davide worked with in both the Private Wealth and Investment Management divisions, and most recently held the Head of Convertible Bonds position. Davide graduated from Imperial College London with a degree in Material Science Engineering.
For more information on Funds Society's Investments & Golf Summit 2018, follow this link.