The Redwood Fund gained +12.67% in June net of fees. For the first half of the year, the Fund gained +8.61% net of fees compared to the Nasdaq BANK index
Weekly Review & Outlook: July 10, 2023
Evidence demonstrates modest economic growth occurred in 2Q23 as manufacturing contracted but was more than offset by expansion in the services sector particularly in Consumer facing industries such as Leisure
Weekly Review & Outlook: July 3, 2023
The latest inflation data for May came in mostly in-line and the annual large bank stress test had a 100% pass rate. The net impact was higher equity prices, particularly
Weekly Review & Outlook: January 9, 2023
By Scott Hallermann U.S. stocks were saved for the first week of the year by a “good news is good news†response to the December Employment Situation report from BLS (January 6).