Opalesque Solutions

Red Oak Partners Long/Short Fund

Red Oak Partners, LLC

Company Overview

Red Oak invests in both public and private companies. Red Oak seeks to generate attractive risk adjusted performance by making selective investments in under researched, sub $350 million market cap companies. Red Oak invests in 5-10 companies per year and targets catalysts to drive stock appreciation and liquidity. The firm periodically serves as the catalyst for value creation by employing shareholder activism, with past efforts leading to the replacement of nearly 30 public company directors since 2008. Approximately one out of every five investments has been acquired.

Fund Strategy

Red Oak invests in both public and private companies. Red Oak seeks to generate attractive risk adjusted performance by making selective investments in under researched, sub $350 million market cap companies. Red Oak invests in 5-10 companies per year and targets catalysts to drive stock appreciation and liquidity. The firm periodically serves as the catalyst for value creation by employing shareholder activism, with past efforts leading to the replacement of nearly 30 public company directors since 2008. Approximately one out of every five investments has been acquired.

Quick Facts

Category: Multi Strategy
Fund Launch Date: 2003-03
Monthly Performance Data:
Jul -0.58%

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