Redwood Investments, LLC is an investment advisory firm co-founded in 2004 and owned by Alger Group Holdings, LLC. The firm specializes in research and portfolio management of non-U.S. growth equity stock portfolios, while also providing investment advice for U.S. growth equity stocks, options, warrants, private placements, mutual funds, exchange-traded funds, swaps, and government securities. Redwood offers multiple strategies including Small Cap Growth, Large Cap Core, Large Cap Growth, Large Cap Growth Concentrated, Mid Cap Growth, International Developed Markets, International Opportunities, Global Equity, Global Small Cap, International Small Cap, and Emerging Markets. The firm primarily serves institutional investors and retail investors through separate accounts, model portfolio programs, and registered funds. Redwood employs a fundamental, bottom-up stock selection process integrated with proprietary quantitative screening, alternative data, and artificial intelligence, while also incorporating responsible investing considerations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.85% |
Rates shown reflect the Small Cap Growth, Large Cap Core, Large Cap Growth, Large Cap Growth Concentrated, and Mid Cap Growth schedules. Other strategies (such as International and Global) have different fee schedules starting at 0.75% or 0.90% for the first tier. Fees are negotiable for accounts over $10 million.