Red Oak Partners LLC

Red Oak Partners LLC

Red Oak Partners LLC

Overview
Date Founded

2014

Headquarters

150 East Palmetto Park Road,Suite 800,Boca Raton, FL 33432-4833

Type of Company

Private

Employees (Worldwide)

5

Industries

Hedge Funds
Investment Services & Portfolio Management

Company Description

Red Oak Partners manages the Red Oak Family of Funds with the goal of achieving consistent above average returns and capital appreciation through a combination of long-term and short-term investments while also attempting to preserve capital and mitigate risk through diversification of investments and hedging activities. Most of the partnerships' assets are invested in publicly traded equity securities of small-micro-cap and mid-cap companies ($1 million to $3 million). Assets are also invested in the private equity market. Red Oak focuses on companies that have a reasonable expectation of producing above average returns. Red Oak purchases equities they believe are undervalued and lack significant analyst coverage, and sells short equities they believe are overvalued. The firm invests without regard to market sector. More specifically, Red Oak seeks to invest the majority of the partnerships' assets in companies involved in special situation events and/or companies with strong stable franchises, a high value added service or product, attractive industry dynamics, proven managements, consistent excess cash flow, growth at a reasonable price (GARP) and other indicators of value. Red Oak seeks to sell short small/micro- and mid-cap equities of overvalued and troubled companies.Red Oak's investment strategies include investments in a wide variety of securities and financial instruments, domestic and foreign, of all kinds and descriptions, whether publicly traded or privately placed, including, but not limited to, common and preferred stocks, bonds and other debt securities, convertible securities, limited partnership interests, mutual fund shares, options, warrants, commodities, futures, derivatives (including swaps, forward contracts and structured instruments), currencies, monetary instruments and cash and cash equivalents.

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Executives & Employees

Founder & Chief Investment Officer

Chief Financial Officer

Managing Director

Managing Director

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Goldman, Sachs & Co. (GS&Co.), a limited partnership registered as a U.S. broker-dealer and futures commission merchant, together with its consolidated subsidiaries (collectively, the firm), is an indirectly wholly owned subsidiary of The Goldman Sachs Group, Inc. (Group Inc.), a Delaware corporation. The firm is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments and high-net-worth individuals.

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