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
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.
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June consumer inflation cooled from May. The first handful of banks reporting 2nd quarter results showed continued evidence of system stability. The June Consumer Price Index (CPI) report (July 11)
In the holiday shortened week, June PMI data offered alternate views on economic growth in the second quarter. June jobs numbers also offered a contrasting picture on labor market conditions.
May Personal Consumption Expenditures (PCE) followed the earlier May Consumer Price Index (CPI) observations of cooler consumer inflation in the month. Bank stress tests results were released with all 31