Redwood Partners, L.P. is a financial services fund that seeks to capitalize on the consolidating Financial Service industry through an equity long/short investment portfolio focused on publicly traded U.S. banks & thrifts.
Redwood Partners, L.P. is a financial services fund that seeks to capitalize on the consolidating Financial Service industry through an equity long/short investment portfolio focused on publicly traded U.S. banks & thrifts.
Our Long/Short approach capitalizes on both over & underpricing. Our net long position, which can range from -30% to 150% based on net upside bias in sub-industries, allows us to capture alpha on both the top & bottom of markets.
We use company fundamental valuations (bottom-up approach) & top-down analysis of the economy to create the portfolio. We use an active & focused value approach to benefit from structural inefficiencies in the sector.
Stay updated with the latest news by reading our articles.
Hard to imagine a more eventful upcoming macroeconomic week in the U.S. with both a national presidential election and live Federal Open Market Committee meeting. Last week’s Employment Situation summary
Following the 2nd full week of quarterly earnings results, the percentage of beats crept higher to 72% while the median size of Earnings per Share surprise lessened to 5.7%. Sequential
Hurricane Milton disrupted activity across Florida including last week’s note. High winds and rain were destructive to many areas including Vero Beach. Work is still underway to repair damaged utilities