Red Cedar Investment Management, LLC
Red Cedar Investment Management, LLC is a majority employee-owned, global, active asset manager headquartered in Grand Rapids, MI, United States. The firm focuses on developing long-term partnerships with clients by providing high quality, income-producing strategies with particular expertise in preferred securities. Red Cedar manages assets for insurance companies, investment companies, pooled investment vehicles, pension and profit sharing plans, charitable organizations, corporations and other business entities. The company employs approximately 17 professionals, with a large proportion dedicated to investing. Red Cedar was founded in 2017.
Investment Strategy
Red Cedar employs an active, fundamental investment approach focused on identifying attractive income-generating securities across the capital structure, with a specialty in preferred securities. The firm's philosophy centers on rigorous fundamental research to seek opportunities in inefficient markets, striving for improved risk-adjusted returns for clients via income-focused strategies and global diversification.
Latest 13F Filing Activity
Red Cedar Investment Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 80 equity positions with a total 13F market value of $792M. The fund increased holdings in Ishares:core S&P Md-cp, Ishares:core Us Agg BD, SPDR Gold among other positions. Red Cedar Investment Management, LLC reduced exposure to Vanguard Rus 2000 Id Etf, Ishares:russ 2000 Etf, Ishares TR among others.
Top Holdings
Equity Positions (80)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VONE | VANGUARD RUS 1000 ID ETF | 19.89% | $157.6M | 561,002 | $165.74 | $280.86 | +$8.3M |
I IWB | ISHARES:RUSS 1000 ETF | 18.61% | $147.4M | 434,149 | $207.30 | $339.57 | +$8.2M |
I IJH | ISHARES:CORE S&P MD-CP | 6.44% | $51.0M | 822,862 | $62.02 | $62.02 | +$51.0M |
I IEMG | ISHARES:CORE MSCI EMMKTS | 4.33% | $34.3M | 571,699 | $53.88 | $60.03 | +$3.7M |
E EWJ | ISHARES:MSCI JAPAN | 3.81% | $30.2M | 402,895 | $59.85 | $74.97 | +$2.6M |
Industry Allocation
Investment Team (10)
| Name | Role | Location | |
|---|---|---|---|
 | Co-Chief Investment Officer | Grand Rapids, MI , United States | |
C Charlette Campbell | Investment Analyst | Grand Rapids, MI , United States | |
C Charlette Golder | Portfolio Manager | Grand Rapids, MI , United States | |
| Managing Partner | Cincinnati, OH , United States | ||
J Jason Schwartz | Partner | Cincinnati, OH , United States | |
 | Managing Partner, Chief Executive Officer and Chief Investment Officer | Grand Rapids, MI , United States | |
 | Investment Analyst | Cincinnati, OH , United States | |
 | Investment Analyst | Grand Rapids, MI , United States | |
 | Senior Equity Portfolio Manager | Cincinnati, OH , United States | |
 | Portfolio Manager | Cincinnati, OH , United States |