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Redwood Investments was founded in 2004 and strives to deliver consistent and superior investment performance drawing from the deep experience of our investment team. We use a rigorous stock selection process and invest only in our firm’s best ideas. Our firm believes that long-term outperformance is driven by stocks with attractive valuations, rising earnings estimates, high profit margins and superior management practices. The investment portfolios offered at Covestor are overseen by Jennifer K. Silver, CFA and Michael J. Mufson, CFA, co-founders and Redwood’s managing partners. Ms. Silver is responsible for day-to-day management of the firm, and is co-portfolio manager for all investment strategies. Previously, she was Managing Director and Head of Growth Equity at Neuberger Berman. She also spent 16 years at Putnam Investments, culminating with a senior leadership role as a Managing Director. Mr. Mufson is also responsible for day-to-day management of the firm and is co-portfolio manager for all investment strategies. He has 25 years of investment experience and is a member of the Boston Security Analysts Society. Before Redwood, he was a Managing Director and Portfolio Manager at Putnam Investments and member of the Executive Committee.
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.