Redwood Investments

Name

Redwood Investments

Legal name

Redwood Investments, LLC

Website

https://redwoodinv.com

Company type

Private

Founded year

2004

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Institutional Investment Management

NAICS

Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)

SIC

Investment Advice (6282)

akta.pro primary industry

Endowments (Universities, Foundations, Nonprofits) (FSAAAGAC)

akta.pro secondary industries

Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH), Stewardship & Active Ownership (Engagement, Proxy Voting, Shareholder Advocacy) (FSAAALAD)

Keywords

• Institutional asset management
• Global equity investing
• Growth equity strategies
• Portfolio management services
• Investment management

Headquarters

HQ city

Newton

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Institutional Investment Management: Redwood Investments generates revenue through investment management fees charged to institutional clients for managing global equity portfolios. The firm operates as a registered investment adviser with AUM-based fee structures typical of the institutional investment management industry.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Redwood Investments is an institutional investment management boutique that manages global equity portfolios for pension funds, endowments, foundations, and family offices. The firm delivers Global Equity, International Developed Markets, International Small Cap, Emerging Markets, and Specialty Growth Equity strategies under a unified proprietary Idiosyncratic Alpha (Iα) investment process grounded in bottom-up fundamental research over a 3-5 year horizon.

Product overview

Redwood Investments operates as a global equity investment boutique offering a unified investment management platform. The core offering is global equity investment management utilizing a bottom-up research approach. The firm's product suite includes three distinct investment strategies (International Developed Markets, International Small Cap, and Emerging Markets) all unified under the proprietary Idiosyncratic Alpha (Iα) investment methodology. The strategies are managed by a collaborative team using a disciplined fundamental investment process focused on identifying misforecasted businesses with durable competitive advantages.

Differentiator

Problem solved

Functional benefit

Products and services

• Global Equity Investment Management Global equity investment management service for institutional clients, applying a bottom-up research approach to identify high-quality companies with differentiated 3-5 year earnings and cash flow trajectories; designed for pension funds, endowments, foundations, and family offices seeking sustainable long-term excess returns.
• International Developed Markets Strategy International developed markets equity strategy covering equities in developed markets outside the United States, managed under Redwood's unified Idiosyncratic Alpha (Iα) investment process and targeted at institutional clients seeking non-US developed market exposure.
• International Small Cap Strategy International small cap equity strategy focused on smaller-capitalization companies in international markets, run under Redwood's proprietary bottom-up research process and made available to institutional investors seeking international small cap exposure.
• Emerging Markets Strategy Emerging markets equity strategy covering equity investments in developing market economies, applied through Redwood's bottom-up Idiosyncratic Alpha (Iα) framework and targeted at institutional clients seeking emerging markets exposure.

Quantifiable outcome

• Sustainable, long-term excess returns through concentrated yet diversified portfolios

Named customers1 record

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

One partnership is on record.

• Wall Street Diversity Accelerator ProgramcoreStrategic or Co-development PartnerRedwood Investments is a founding member firm of the Wall Street Diversity Accelerator Program. The firm values hiring students of diverse backgrounds to work directly with the investment team and seeks to help further their careers in the investment industry.

Scale indicators4 records

Recent moves8 records

Expansion highlights5 records

Broad incumbents

• Alger: Alger is the parent company and a leading growth equity investment manager with 60+ years of heritage. It is comparable as the direct acquirer and broader incumbent in the same global growth equity category that Redwood operates in.
• Wellington Management: Wellington Management is a global investment manager with deep institutional relationships across global equity mandates. Comparable as a broad incumbent in global equity that competes with Redwood for the same pension and endowment clients.
• Putnam Investments: Putnam Investments is a multi-strategy institutional and retail asset manager. Directly comparable to Redwood's heritage — both founders led senior growth equity teams at Putnam before founding Redwood.
• Neuberger Berman: Neuberger Berman is a global, multi-strategy private, independent investment manager. Comparable as a broad incumbent in global equity and as a former employer of Redwood's co-founder Jennifer Silver.

Direct peers

• Polen Capital: Polen Capital is a boutique growth equity manager focused on concentrated, high-conviction global and U.S. growth portfolios for institutional and private clients — directly comparable to Redwood's concentrated, fundamental growth approach.
• Loomis Sayles: Loomis Sayles is a Boston-based institutional investment manager with multiple global equity and fixed income strategies. Comparable as a multi-strategy institutional boutique serving pensions, endowments, and foundations with fundamental research-driven portfolios.
• Westwood Holdings Group: Westwood is a boutique institutional asset manager offering global equity, value, and income strategies to institutions. Comparable as a small, research-driven institutional equity manager competing for similar mandates.
• Boston Partners: Boston Partners is an institutional asset manager specializing in value and small/mid cap equity strategies. Comparable as a fundamental, research-driven boutique targeting pension, endowment, and foundation clients.
• Harding Loevner: Harding Loevner is a global equity boutique offering international, emerging markets, and global strategies to institutional clients. Comparable as a focused, fundamental global growth boutique with similar institutional client mix.
• TimesSquare Capital Management: TimesSquare is a U.S.-based institutional growth equity boutique serving pensions, endowments, and sub-advisory clients. Comparable as a fundamental, bottom-up growth equity boutique with institutional-only distribution.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/redwood-investments-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments2 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Redwood Investments