About RWSIX
Redwood Systematic Macro Trend (SMarT) Fund Class I is an open-end mutual fund designed to pursue capital appreciation while actively managing downside risk. This fund operates within the tactical or world allocation category, employing a systematic and quantitative investment approach. Its strategy emphasizes dynamically allocating across a diversified set of asset classes, such as domestic and international equities, growth and income stocks, preferred shares, convertible and high-yield bonds, leveraged loans, emerging market bonds, and real estate investment trusts. When quantitative models signal periods of heightened risk, the fund may shift allocations toward more defensive instruments, like money market or short-term government securities, to help reduce exposure to losses.
The fund typically maintains a concentrated portfolio, with a significant proportion of assets in its top holdings, and exhibits a relatively high turnover rate reflective of its tactical orientation. Launched in 2017, it is managed by Redwood through the Investment Managers Series Trust II. The fund distributes dividends semi-annually and is geared toward investors seeking an alternative strategy to traditional moderate risk allocations, using quantitative research to adapt to changing market conditions.
Fund Family Redwood Investment Management, LLC
Category Tactical Allocation
Performance Rating Below Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol RWSIX
Share Class Class I
Index S&P 500 TR
RWSIX had a total return of 12.31% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.31%.
