Episode 230: John Teahan of Redwheel: Climate Engagement Investing without Reinventing the Wheel

John Teahan is a portfolio manager at Redwheel, which is focused on value oriented UK and global equity funds where he leads on engagement and responsible investing. The firm was formerly known as RWC Partners.

Our conversation starts with John’s early life on a farm, and the resolute work ethic that that instilled in him. His college education took him into Bank of Ireland asset management and eventually London.

There was a detour out of finance into a media role which saw him visit and write about frontier markets such as via a number of emerging market countries including Ethiopia, Ghana and Turkey. We spend some time examining what that experience taught him about impact and sustainability and then move to his move back into finance and learning the art of value investing.

We then move to the Climate Engagement Strategy of which John is portfolio manager and talk about the origins of such a product, what it entails and how clients have responded to what it delivers. We take a short detour into the future of engagement and how that is evolving and how it will serve the emerging net zero agendas going forward.

This bonus series is kindly supported by Sound Mark Partners.  Sound Mark Partners LLC is a women-owned and led private credit firm focused on commercial real estate.