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 & Outlook: December 4, 2023
Additional October inflation data supported the earlier moderating inflation readings while PMI data suggest sluggish below long term trend economic growth. Consensus opinion that the Fed has reached its cycle
Weekly Review & Outlook: November 20, 2023
October inflation data provided relief to both equity and bond markets as confidence that the Fed has reached the terminal rate in the hiking cycle increased. In the upcoming holiday
Weekly Review & Outlook: November 13, 2023
Bank industry data providing more details on trends through the end of the 3rd quarter supported earlier findings of an industry overwhelmingly in a defensive posture as uncertainties secondary to