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 Approach
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.
Our Strategies
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.
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Weekly Review & Update on the Financial Services Sector
Weekly Review and Outlook 12/16/2024
Consumer inflation remains elevated heading into this week’s Federal Open Market Committee meeting. Fiscal stimulus continues at historic levels. After being inverted for more than 2 years, U.S. Treasury 10-year
Weekly Review and Outlook 11/18/2024
Inflation remained elevated in October with both Consumer and Producer core price indices increasing 0.3% from the prior month. As I consider potential post-election model adjustments, I focus on continuing
Weekly Review and Outlook
In the 2024 election voters placed the White House and Senate in Republican control. Nearly a week after election day, the House results are still undecided mostly in California but