REDWOOD INVESTMENTS, an independent investment management boutique, specializes in managing Large and Small Capitalization Equity portfolios for ERISA, foundation, endowment and private clients. Redwood also offers Sustainable Investing strategies that incorporate environmental, social and corporate governance (ESG) factors with traditional investment analysis. Portfolios are managed by an experienced investment team utilizing a sophisticated investment process. The portfolio management team employs a disciplined, fundamentally driven stock selection process which integrates in-depth bottom-up equity research informed by proprietary quantitative tools and an advanced portfolio optimization construction system – all aimed at delivering superior and consistent investment performance.  In addition, Redwood’s entrepreneurial employee-owners aspire to deliver highly attentive client service.   

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Redwood Welcomes Susan Lim

Redwood Investments is excited to announce that Susan Lim has joined Redwood Investments as an Operations Analyst.  Susan will have responsibility for supporting and enhancing back-office operations including account reconciliation, compliance and reporting.  She joins Redwood with almost a decade of experience with leading investment firms.  When not working, Susan enjoys cooking, traveling and relaxing with family and friends.  Please join us in welcoming Susan to Redwood.