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
0.73

365 days

Manager performance
-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,-0.00026,0.00487,0.01518,0.01455,0.02575,-0.01324,0.01509,0.00739,-0.00468,0.01292,-0.00248,0.00249,0.01222,-0.00023,-0.00578,0.00579,0.00836,-0.00158,0.00423,0.00025,-0.00041,-0.00024,-0.00138,-0.00202,0.00889,-0.00308,0.00317,0.00530,0.00638,-0.00091,0.00330,-0.00460,-0.01145,0.00622,0.00597,0.00303,0.00354,-0.00618,-0.00051,-0.01452,0.00582,-0.01373,-0.00411,-0.00873:#0c3557:Manager -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,-0.00801,0.00018,0.01288,0.00916,0.01959,-0.00719,0.01230,0.00706,-0.00149,0.01194,-0.00128,0.00630,0.01174,-0.00011,-0.00283,0.00605,0.00408,0.00054,0.00318,0.00070,-0.00041,0.00061,0.00036,0.00079,0.00533,-0.00144,0.00201,0.00538,0.00288,-0.00104,0.00304,0.00000,-0.00250,-0.00679,0.00644,0.00403,-0.00115,0.00167,-0.00711,-0.00023,-0.01628,0.00481,-0.01617,-0.00631,-0.00849:#c8c8c8:S&P_500
10.2%

365 days

Risk score

1% fee
$30,000 minimum


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.