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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Another March consumer inflation reading was released, this time without major surprise. Economic activity in 1Q was weaker than projected while April PMI readings decelerated sharply. Wednesday’s Federal Open Market
A full week of bank earnings delivered consistent beats to EPS expectations. Economic data lifted the Atlanta Fed GDPNow projection of 1Q24 annualized GDP growth to 2.9% ahead of this
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