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Michael Cheung
Portfolio Manager and Head of Quantitative Research at Redwood Investment Management, LLC
About
Michael T. Cheung is Managing Partner, Portfolio Manager, and Head of Quantitative Research at Redwood Investment Management, LLC, based in Los Angeles, California. In his current role, he is responsible for leading the quantitative research team, overseeing portfolio strategy, and managing key investment funds, including the Redwood mutual funds, LeaderShares® ETFs, and specialized asset allocation portfolios. He plays a central role in the firm’s process-driven, risk-managed approach to developing and executing proprietary quantitative investment strategies across public and private markets.
Cheung's investment focus spans a range of asset classes, with a notable emphasis on equities (growth and income, small-cap, emerging markets), preferred stocks, convertible bonds, high-yield bonds, and private real estate debt. He co-manages tactical and systematic strategies, such as the Redwood Systematic Macro Trend (SMarT®) Fund, which allocates dynamically among equities, fixed income, and alternative investments with a focus on capital appreciation and downside risk mitigation. Cheung is also involved in the private real estate debt sector through the Redwood Private Real Estate Debt Fund, which originates and manages commercial real estate bridge loans.
He holds a degree in Quantitative Economics and Mathematics from the University of California, Irvine, equipping him with deep expertise in quantitative modeling, risk management, and systematic investment research. Since joining Redwood in 2013, Cheung has contributed significantly to the firm's growth, the democratization of institutional-caliber investment solutions, and the development of innovative, risk-first strategies for financial advisors and their clients.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Redwood Investment Management, LLC | Portfolio Manager and Head of Quantitative Research | Jun 2013 to Present | Redwood is an investment management firm dedicated to being a trusted partner to financial advisors and providing them with investment excellence across its quantitative research driven strategies. |
Education
University of California, Irvine
Quantitative Economics, Mathematics
2008 — 2011
Skills & Expertise
Others at Redwood Investment Management, LLC (4)
| Name | Role | Location |
|---|---|---|
| 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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