Redwood Systematic Macro Trend (SMarT) Fund Class I (RWSIX)

Overview

The company operates with a quantitative and tactical approach to investment, focusing on a diversified portfolio that includes a wide range of security types. Through its investment strategy, the company endeavors to attain positive returns by investing in various asset classes based on specific risk measurement evaluations. This methodological approach allows the company to adapt and respond to different market conditions, aiming for growth and income through its diversified investment options. The diverse investment offerings suggest a sophisticated understanding of market dynamics and an ability to leverage different financial instruments to achieve its investment goals.

Products and Services

• Securities and ETFs:

  The company invests in a broad spectrum of securities and exchange-traded funds (ETFs), encompassing various market sectors and asset types. This allows for a robust and flexible investment foundation, catering to different investor preferences and market situations.

• Open-End and Closed-End Investment Companies:

  These investment vehicles are a part of the company’s strategy to offer diverse financial products, including mutual funds (open-end) and publicly traded investment funds (closed-end). This diversity enables investors to engage in a variety of investment strategies, providing options for both regular income and capital gains.

• Tender Offer and Interval Funds:

  The inclusion of tender offer and interval funds within its portfolio options further diversifies the company’s offerings. These funds offer unique investment opportunities that can be tailored to meet specific investor needs, especially those looking for alternatives to traditional investment products.

• Asset Classes:

  The company’s investment landscape is vast, covering asset classes such as domestic and international small-cap equities, growth and income equities, preferred securities, convertible bonds, high yield bonds, and leveraged loans. By spanning across these various asset classes based on the potential to produce positive returns, as determined by the Adviser’s risk measurements, the company positions itself to capture growth from multiple market segments.