Red Oak Partners’ Funds

 

Red Oak Partners  pic

Red Oak Partners
Image: redoakpartners.com

A business executive, J. Randall (Randy) Waterfield serves as Chairman of the Waterfield Group. J. Randall Waterfield also commits time to Red Oak Partners, LLC, where he sits on the board of directors.

A hedge fund manager, Red Oak Partners was launched in 2003 under the leadership of David Sandberg. The company and its team research and invest in small-cap companies under $500mm in market capitalization. Currently, it oversees two funds, both of which have annualized net returns far in excess of their benchmarks.

Red Oak’s long fund focuses on micro and small-cap North American public companies that are mispriced and have a less-than-optimal following, based on their performance. The Red Oak team does not have short exposure in this particular fund and, instead, looks to achieve long exposure in the 80 to 100 percent range. As of August 2015, the compound annual return reached 21.86 percent (please see Red Oak’s performance disclosures).

The firm’s long/short equity fund invests in micro and small-cap stocks. Like the long fund, investments that appear in the portfolio are those that are underfollowed and mispriced. The fund has performed well since its creation more than 14 years ago, and seeks to optimize after tax returns.

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Network Simplicity Software, Inc. – Meeting Room Manager

Asure Software pic

Asure Software
Image: asuresoftware.com

J. Randall Waterfield is affiliated with a number of businesses related to finance and technology. As the Chairman of Waterfield Holdings, J. Randall “Randy” Waterfield is also a board member of a number of companies, including Asure Software (NASDAQ: ASUR). The company creates workforce and workspace management software, all on a state-of-the art SAAS platform.

Software programs that help to provide better access and system integration for personnel meetings, and efficient asset utilization are very popular with companies of various sizes since they save time and enhance productivity. The products and services created by Asure Software are designed to assist businesses with room management, personnel scheduling, and equipment availability among many other functions.

This service is available on demand and does not require installation, upgrades, or maintenance. Asure also provides prompt customer support to assist businesses with customizing their services to meet their company’s needs and requirements.