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Redwood Investment Management, LLC
Redwood Investment Management, LLC is a registered investment adviser headquartered in Scottsdale, Arizona. The firm specializes in offering investment management services, with a focus on systematic and tactical asset allocation strategies. Founded in 2007, Redwood primarily serves institutional investors, financial advisors, and high-net-worth individuals. The firm employs investment professionals and support staff engaged in research, portfolio management, and client service.
Investment Strategy
Redwood Investment Management, LLC utilizes systematic, rules-based strategies with a focus on tactical asset allocation to adapt portfolios in response to changing market conditions. The firm’s philosophy emphasizes risk management and downside protection, allocating assets across equities, fixed income, and alternative investments, often employing quantitative models to inform investment decisions. Redwood seeks to deliver attractive risk-adjusted returns for clients by dynamically adjusting exposures and mitigating market drawdowns.
Latest 13F Filing Activity
Redwood Investment Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 285 equity positions with a total 13F market value of $943M. The fund increased holdings in Ishares Msci Eafe Etf, Vanguard Ftse All Wo X-us SC, SPDR Portfolio S&P 500 Growt among other positions. Redwood Investment Management, LLC reduced exposure to Ishares Russell 2000 Etf, Vanguard Ftse Emerging Marke, SPDR S&P 600 Small Cap Value among others.
Top Holdings
Equity Positions (285)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
L LSAF | LEADERSHARES ALPHAFACTOR US | 7.20% | $67.9M | 1,598,557 | $32.88 | $42.48 | +$3.5M |
V VOO | VANGUARD S&P 500 ETF | 7.16% | $67.6M | 118,957 | $481.82 | $568.03 | +$9.2M |
E EFA | ISHARES MSCI EAFE ETF | 4.42% | $41.7M | 466,116 | $89.39 | $89.39 | +$41.7M |
L LSAT | LEADERSHARES ALPHAFACT TACT | 4.15% | $39.2M | 990,006 | $33.44 | $39.58 | -$1.8M |
S SPMO | INVESCO S&P 500 MOMENTUM ETF | 3.35% | $31.6M | 281,193 | $95.92 | $112.47 | +$9.9M |
Industry Allocation
Investment Team (5)
| Name | Role | Location | |
|---|---|---|---|
M Michael Cheung | Portfolio Manager and Head of Quantitative Research | Los Angeles, CA , United States | |
 | Managing Partner, Portfolio Manager | Scottsdale, AZ , United States | |
D Daniela T. | Senior Analyst | Phoenix, AZ , United States | |
 | Senior Analyst | Phoenix, AZ , United States | |
 | Associate Investment Analyst | Scottsdale, AZ , United States |
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