Redwood Grove Capital, LLC
Redwood Grove Capital, LLC is a hedge fund management firm headquartered in Palo Alto, California. The firm was founded in 2016, employs approximately 6 staff, and focuses primarily on managing pooled investment vehicles for institutional investors. Its team consists largely of investment professionals. Redwood Grove Capital is registered with the SEC and manages assets for a single pooled investment fund, serving clients in the United States.
Investment Strategy
Redwood Grove Capital pursues a fundamental, long/short equity strategy focusing on high-conviction, research-driven investments across sectors. The firm constructs concentrated portfolios of long and short positions in public equities, with a strong emphasis on thematic, sustainable growth, and risk management. Its investment process involves deep fundamental research and seeks to produce attractive risk-adjusted returns while limiting volatility.
Top Holdings
Equity Positions (22)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GOOG | ALPHABET INC | 7.39% | $22.3M | 125,581 | $167.19 | $177.39 | +$2.7M |
E ELAN | ELANCO ANIMAL HEALTH INC | 6.21% | $18.7M | 1,310,000 | $11.80 | $14.28 | +$9.7M |
F FI | FISERV INC | 5.65% | $17.0M | 98,732 | $125.54 | $172.41 | -$4.9M |
Q QCOM | QUALCOMM INC | 5.45% | $16.4M | 103,206 | $155.96 | $159.26 | +$583.1K |
I IFF | INTERNATIONAL FLAVORS&FRAGRA | 5.36% | $16.2M | 219,682 | $88.14 | $73.55 | -$891.9K |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
 | Partner | San Francisco, CA , United States |