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
0.52

365 days

Manager performance
0.00659,0.00072,0.00451,-0.00918,0.00358,0.00213,0.00035,0.00716,-0.00500,-0.00153,0.00369,0.00370,-0.00260,-0.00123,-0.01626,0.01691,0.00139,-0.00134,0.00979,0.00665,0.00235,-0.00711,-0.00627,-0.00389,0.01052,0.00673,-0.00250,0.00311,0.00159,-0.00065,-0.00266,-0.00474,-0.00019,-0.00201,0.00925,0.00159,-0.00116,-0.01373,0.00261,0.00068,0.00795,-0.00308,0.01466,-0.00192,0.00546,0.00793,0.00174,0.00369,-0.00371,-0.00022,0.00388,-0.00685,-0.00056,-0.00353,0.00512,0.00830,0.00178,0.00458,-0.01639,0.00962,0.00415,-0.00497,-0.00211,0.00407,0.00713,-0.00936,-0.02344,-0.00468,0.00481,-0.01205,0.01271,-0.00251,-0.02628,0.01123,-0.00111,0.02058,0.01957,0.00053,0.01076,0.00369,0.00859,0.00131,0.00564,-0.00869,0.00944,-0.00368,0.00528,-0.00044,0.00030,0.00492,-0.00038,-0.00761,0.01848,0.00391,0.00143,-0.00139,-0.00039,-0.00568,0.00061,-0.01508,0.00089,0.01204,0.00676,-0.00273,0.00518,-0.00998,-0.01093,0.00492,-0.01085,-0.00516,0.00390,0.00780,0.01441,0.00141,-0.00613,-0.02119,-0.01569,0.00287,0.01776,-0.02710,-0.01211,0.00777,0.00760,0.01044,0.00463,0.00643,0.00792,-0.00268,-0.00154,-0.01333,-0.00254,0.00697,-0.00027,0.00110,0.00262,0.00614,-0.01077,0.00759,-0.00423,0.00214,0.01641,-0.00249,-0.00725,-0.01005,0.00372,0.00639,-0.00639,0.01014,0.00396,0.00530,0.00776,-0.00064,0.00627,-0.00076,0.00320,0.00039,0.00369,0.00591,0.00535,0.00006,-0.00094,-0.00304,-0.00897,0.00142,0.00142,0.00426,0.00661,0.00112,0.00316,-0.00228,-0.00792,0.00760,0.00003,0.00465,0.00178,0.00839,0.00068,0.00628,-0.00661,-0.00966,0.00602,-0.00482,0.00148,0.00312,-0.00417,0.00327,-0.01657,0.01325,-0.00267,0.00570,0.00414,-0.00231,-0.00446,-0.00135,-0.00378,0.00234,-0.02479,-0.00183,0.00752,-0.01068,-0.00056,-0.00921,0.01283,0.00405,-0.00161,0.00959,0.00296,0.00295,0.00826,0.00602,0.00554,0.00067,0.00113,0.00751,0.00098,0.00019,-0.00139,0.00358,0.00047,-0.00228,-0.00506,0.00582,-0.00183,-0.00784,0.00674,0.00037,-0.00571,-0.00326,0.01093,0.00182,0.00741,-0.00475,-0.01369,-0.00406,0.01184,-0.01984,0.01237,-0.00113,-0.00972,-0.01953,-0.00051,0.01397,-0.00740,-0.01859,0.01708,-0.02590,-0.02108,-0.02662,0.00250,-0.00026,0.00487,0.01518:#0c3557:Manager 0.00657,0.00010,0.00574,-0.00472,0.00327,0.00439,0.00134,0.00564,-0.00480,-0.00376,0.00291,0.00358,-0.00269,0.00482,-0.01296,0.01344,0.00073,-0.00231,0.00840,0.00502,0.00423,-0.00365,-0.00186,-0.00358,0.00819,0.00510,-0.00124,0.00026,0.00272,0.00000,-0.00075,-0.00268,-0.00313,-0.00105,-0.00431,0.01133,0.00186,-0.00317,-0.01121,-0.00350,-0.00008,0.00633,-0.00309,0.01668,-0.00044,0.00482,0.00547,0.00303,0.00000,0.00475,-0.00015,-0.00011,0.00402,0.00000,-0.00872,-0.00031,-0.00250,0.00609,0.00009,0.00034,0.00231,-0.01247,0.01082,0.00519,-0.00132,-0.00388,0.00000,0.00280,0.00069,-0.00888,-0.02087,-0.00484,0.00614,-0.01010,0.01133,-0.00647,-0.02283,0.00770,-0.00173,0.01295,0.01330,0.00159,0.01111,0.00022,0.00591,0.00489,0.00000,0.00132,-0.00647,0.00621,-0.00179,0.00620,-0.00133,0.00022,0.00509,0.00280,-0.00733,0.01529,0.00014,0.00189,0.00062,-0.00040,-0.00504,0.00056,-0.01157,-0.00280,0.00961,0.00725,-0.00613,0.00606,-0.00293,-0.00486,0.00451,-0.00697,-0.00173,0.00468,0.00797,0.00711,0.00303,-0.00111,-0.01250,-0.01075,0.00408,0.01101,-0.02088,-0.00939,0.00822,0.00676,0.01052,0.00141,0.00000,0.00379,0.00409,-0.00209,0.00174,-0.00809,0.00330,0.00478,0.00304,-0.00008,-0.00135,0.00195,-0.00897,0.00604,-0.00112,0.00170,0.00971,0.00067,-0.00451,-0.00917,0.00375,0.00392,-0.00647,0.00826,0.00250,0.00426,0.00000,0.00600,-0.00096,0.00549,0.00185,0.00082,-0.00033,0.00207,0.00659,0.00477,0.00099,-0.00024,-0.00343,-0.00680,0.00315,0.00084,0.00219,0.00773,0.00142,0.00174,-0.00013,-0.00635,0.00492,-0.00101,0.00197,-0.00033,0.00686,0.00072,0.00548,0.00000,-0.00388,-0.00676,0.00470,-0.00413,0.00157,0.00485,-0.00193,0.00432,-0.01174,0.01027,-0.00229,0.00502,0.00176,0.00050,-0.00483,0.00029,-0.00448,0.00022,-0.01994,-0.00286,0.00719,-0.00959,0.00032,-0.00532,0.01156,0.00294,-0.00158,0.00696,0.00440,0.00006,0.00859,0.00520,0.00254,0.00297,-0.00186,0.00480,0.00106,0.00026,-0.00156,0.00340,0.00000,-0.00050,-0.00060,-0.00151,0.00506,-0.00290,-0.00653,0.00375,0.00116,-0.00594,-0.00070,0.00750,0.00132,0.00503,-0.00046,-0.00801,-0.00567,0.00785,-0.01617,0.00876,-0.00246,-0.00273,-0.01316,0.00009,0.01118,-0.00154,-0.01512,0.01781,-0.02061,-0.01135,-0.01647,0.00159,-0.00801,0.00018,0.01288:#c8c8c8:S&P_500
7.1%

365 days

Risk score

1% fee
$30,000 minimum


Portfolio commentary

  1. What the tax inversion craze means for investors

    15 September 2014

    Some investing ideas to profit from the tax inversion trend.

  2. Financial, IT and healthcare stocks power this market 7 August 2014
  3. Still positive on U.S. stocks after mini-correction: Redwood 19 February 2014
  4. This bull market is far from over 14 January 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.