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
0.86

365 days

Manager performance
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11.6%

365 days

Risk score

1% fee
$30,000 minimum


Portfolio commentary

  1. Behind the small-cap junk rally

    11 February 2015

    Stronger and overlooked small caps are a buying opportunity.

  2. An updated look at Chipotle's spin-off, ShopHouse 2 February 2015
  3. The mighty tailwind behind airline stocks 8 January 2015
  4. Would you invest in the U.S. Postal Service? 18 December 2014
  5. What you’re not doing for your finances, that you should be 11 November 2014

show more

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.