The Red Oak Fund is a long/short equity hedge fund focused on investing in underfollowed and mispriced micro and small cap stocks. Red Oak’s Portfolio Manager, David Sandberg, has maintained this same strategy for 14+ years and has achieved compound annualized net returns in excess of 13% through that time period.
Value Investing - identify underfollowed, unique investment opportunities with attractive valuations and asymmetric risk/return profiles.
Catalyst/Event Driven Investments - Require catalysts for capturing value and liquidity, typically set to play out over a 12-36 month investment horizon with tax efficiency. Opportunistically employ shareholder activism as a catalyst for value creation.
Proprietary Research - Utilize proprietary, fundamental research that combines rigorous quantitative and qualitative analyses via a private equity approach to the public markets.
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