Red Oak manages multiple equity funds, including a long/short fund that achieved over 14.5% annual returns and a long-only fund with over 21% returns. Red Oak seeks to invest in small and micro cap stocks that are not already followed by other institutions in order to be the first investor. They target events and catalysts to drive stock appreciation and liquidity. Red Oak also periodically employs activism to be the catalyst for value creation in companies.

1. Red Oak’s Performance in
Equity Funds
By: J. Randall Waterfield

2. Red Oak’s Performance in Equity Funds
As a chartered financial analyst and Chairman of the Waterfield Group, J. Randall
“Randy” Waterfield is an experienced professional in asset management and diversified
investments. J. Randall Waterfield also serves on the board of directors of Red Oak
Partners, LLC, a hedge fund management group.

3. Red Oak’s Performance in Equity Funds
Red Oak manages multiple funds, including a long/short equity fund with annual net
returns over 14.5 percent, and a long only fund with net returns in excess of 21 percent
(although the funds’ performances may have changed and are not indicative of future
performance).

4. Red Oak’s Performance in Equity Funds
In identifying companies for investment, Red Oak seeks to capture the historically
significant outperformance achieved in small and micro cap stocks, while actively
addressing key risks (fraud, liquidity) which cause institutions to avoid investing in this
space. They target key events and catalysts to drive stock appreciation and increase
liquidity, and periodically employ activism to be the catalyst and bring forth this value as
well. Red Oak tends to seek out companies that are not already followed by other
institutions, preferring to be the first investor.