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.
Focused on the Financial Services Industry
We're a Long/Short Equity Fund with Concentration on the US Financial Sector
This fund was ranked based on the data in BarclayHedge's Database of hedge fund managers
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 & Outlook: April 15, 2024
Inflation stays hot in March pushing out monetary easing expectations. Very small sample set bank earnings are highlighted by earnings per share (EPS) beats relative to expectations. BLS released the
Weekly Review & Outlook: April 8, 2024
Ongoing economic growth amid elevated inflation data drove bank stocks and Treasuries lower last week. The focus shifts beginning late this week to company specific results and updates to key
Weekly Review & Outlook: April 1, 2024
U.S. equity indices ended the 1st quarter at or near all-time highs while bank stocks finished lower despite a strong March. Treasuries finished lower with yields higher but well above