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You are here: Manager factsheet

Davide Basile

Redwheel Funds
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Manager profile
Davide Basile is the Portfolio Manager. He is supported by Justin Craib-Cox, Akash Kanda, Georgi Dodov & Uday Sikand. Davide Basile was previously Head of Convertible Bonds and the lead portfolio manager for Morgan Stanley Investment Management. He was an employee at Morgan Stanley since 2001 working both within Private Wealth Management and the Investment Management. From 2005 until he left in November 2009 Davide was responsible for the management of the convertible bond accounts including the Luxembourg SICAVs and the instutional convertible bond accounts.From 2003 to 2005 Davide worked with Randall Curtis on the convertible bond funds that had been launched in 2002. Davide was the number two on the funds and was responsible for portfolio management and risk management. Prior to this Davide worked within the client strategy group at Morgan Stanley Private Wealth Management where he was involved in the use of derivatives for portfolio protection. In 2005 Davide spent 3 months away from Morgan Stanley when he left with Randall Curtis to join a boutique before he was recruited back to the firm to be Head of Convertible Bonds. From 1998 Davide worked in Riyadh as a project manager in the telecommunications industry.Davide graduated from Imperial College where he gained a degree in Material Science Engineering. He spent his childhood in San Francisco, Rome and Tanzania before being educated in the UK. He is an American and Italian passport holder.
Total return for Davide Basile
Discrete calendar year performance : Davide Basile

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Davide Basile 8.3 0.7 -9.6 1.8 12.0 1.8 -1.3 2.9 20.3 0.3
Peer Group Composite 8.1 -0.3 -10.2 5.6 11.3 2.5 -2.9 3.1 21.6 2.2
Over / Under 0.2 1.0 0.6 -3.8 0.7 -0.7 1.6 -0.2 -1.3 -1.9
Performance vs peer group composite: Davide Basile
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
5 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
3 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Redwheel Global Convertibles Lead manager FO Convertible since Jan 01 2010 to present
Redwheel Asia Convertibles Lead manager FO Convertible since Jun 08 2011 to present
Funds managed previously
Fund Periods
Redwheel Responsible Convertibles since Oct 01 2013 to fund close
MS INVF Global Convertible Bond since Jun 06 2003 to Dec 31 2009
MS INVF Global Convertible Bond EUR since May 01 2003 to fund close
Redwheel Responsible Convertibles since Jan 04 2010 to Aug 31 2010
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Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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