Redwood Profile Picture
  • Founded 2004
  • Company Name Redwood Investments LLC
  • Website http://www.redwoodinv.com
  • One Gateway Center
  • Suite 802
  • Newton
  • Massachusetts
  • 02458
Manager Disclosure Document

Redwood Investments LLC

Investment Adviser

Investment portfolio

Redwood Investments LLC US Equity Large Cap Core

See full details
  • Strategy
    Stock selection
Sharpe ratio
0.16

365 days

Manager performance
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2.6%

365 days

Risk score

1% fee
$30,000 minimum


Portfolio commentary

  1. Americans urge to splurge powers economy

    20 August 2015

    US consumers continue to power demand for tech gadgets.

  2. Behind the small-cap junk rally 11 February 2015
  3. An updated look at Chipotle's spin-off, ShopHouse 2 February 2015
  4. The mighty tailwind behind airline stocks 8 January 2015
  5. Would you invest in the U.S. Postal Service? 18 December 2014

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Important Information

1. Performance of the Portfolio Manager's account is calculated by Covestor on a daily time-weighted basis, including cash, dividends and earnings distributions and broker commissions. Manager returns include trades and positions that fail Covestor's trading rules, as a result, actual client returns will differ. Covestor advisory fees are simulated and applied retro-actively to present the portfolio return "net-of-fees".

2. Past performance is no guarantee of future results. Periodic and since inception performance returns are calculated daily. Monthly vs. S&P 500 return and the corresponding spark chart is calculated to the most recent month end date.

3. The investment minimum is the minimum investment required to follow a particular portfolio. The minimum amount is determined by Covestor, based on the characteristics of the underlying portfolio. It should not be considered as specific investment advice for your investment situation.