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 2/10/2025
The January jobs report disappointed while including substantial revisions to evaluate. Final January PMI data signaled slowing overall economic growth from 2H24 even as Manufacturing moved into expansion. Consumer sentiment
Weekly Review and Outlook 2/3/2025
The Federal Reserve left monetary policy unchanged at their January policy meeting. The U.S. economy grew at a 2.3% annualized rate in 4Q24. Another December consumer inflation measure remained elevated
Weekly Review and Outlook 1/13/202
Post-election market optimism has evaporated as longer maturity Treasuries search for support following the December payroll reports and futures markets not expecting another Fed rate cut until May. Fed H.8