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.
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.
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