Redwood Managed Volatility Fund (RWDYX) Research

The Redwood Managed Volatility Fund employs a dynamic, trend-following investment approach designed to identify significant shifts within the high-yield bond and bank loan markets. This strategy is guided by a systematic, data-driven process. When these riskier debt markets exhibit positive momentum, the fund aims to allocate capital to a diversified portfolio of high-yield bonds, bank loans, and similar fixed-income instruments. Conversely, during periods of downturn or negative trends in these same markets, the fund pivots its investments towards more conservative, short-term fixed income securities.

Market snapshot

Symbol
RWDYX
Price
$11.32
Day change
+0.09%
Market cap
$74.1M
52-week range
11.05-11.49
Sector
Financial Services
Industry
Asset Management

Peer companies

  • The Central and Eastern Europe Fund, Inc. (CEE)
  • Chase Growth Fund (CHASX)
  • Eventide Exponential Technologies Fund (ETIEX)
  • The GDL Fund (GDL)
  • Intrepid Capital Fund (ICMBX)
  • Janus Henderson Small-Mid Cap Value Fund (JVSAX)
  • Janus Henderson Small-Mid Cap Value Fund (JVSCX)
  • PFG MFS Aggressive Growth Strategy Fund (PFSMX)

Open Redwood Managed Volatility Fund (RWDYX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.