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DOUBLE TAKE

The RWC Global Horizon Fund looks for an above-average holding period, investing in companies as ‘owners’ rather than ‘renters’…

Global equity

The RWC Global Horizon strategy is managed to exploit long-term opportunities generated by an industry that is excessively focused on short-term performance, which creates a time arbitrage.

Philosophy of value

A truly long-term perspective enables our team to focus on the supply side of industries to understand areas where competitive pressures are increasing.

This can occur where capacity is falling, industry structure is improving or there are enduring competitive advantages for the incumbents, creating barriers to entry.

We marry this focus on the supply side with an emphasis on finding well-aligned management teams, which are likely to be better capital allocators.

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