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The Long Fund

Description

The Red Oak Long Fund invests in underfollowed and mispriced micro and small cap north American public companies. The Fund aims to maintain approximately 80% to 100% long exposure, with no short exposure. Red Oak’s portfolio manager, David Sandberg, has invested in micro and small cap public companies for the past 18 years. Mr. Sandberg is the founder and managing member of Red Oak Partners, LLC and The Red Oak Fund, L.P.,which has achieved an estimated compound annualized net return in excess of 21% on its long capital deployed since its March 2003 inception.

Fund Strategy

Value investing – in self-originated and independently diligenced public companies which are materially underfollowed or mispriced.

Catalyst/ Event Driven Investments – into companies with identified catalysts or events expected to occur within targeted timelines. Approximately twenty percent of the Fund’s investment holdings have been acquired since inception.

Low correlation and tax efficient – The Fund’s r-squared vs. all major indices is near 0. The Fund’s low turnover and long-term strategy has resulted in the vast majority of gains taxable gains realized as long-term.

Public Disclaimer: This website and the confidential material contained hereon (the "Website") is provided for informational purposes only. None of the information available on the website (the "Website Information") constitutes a solicitation or offer by Red Oak Partners, LLC or any of its affiliates (collectively, "Red Oak"), to buy or sell any securities. Red Oak reserves the right to change, modify, add or remove portions of any content posted on the Website at any time without notice and without liability. 

© 2017 Red Oak Partners

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