paid-only post

Red Oak Partners, LLC

I. Basics

Red Oak Partners, LLC is an investment advisory firm focused on value investing in misunderstood and less-followed opportunities, primarily in North America. The firm’s principals make investment decisions through a diligent, fundamentally driven, and intensive research process, targeting opportunities with specific catalysts or events that can unlock value.
The Red Oak Partners Family of Funds includes the Red Oak Fund, the Red Oak Long Fund, the Red Oak Long Offshore Fund, and various special purpose entities.

David Sandberg

Prior to founding Red Oak Partners in 2003, Mr. Sandberg co-managed private equity firm JH Whitney’s $300 million Green River hedge fund until 2002 and has been investing in small capitalization companies since 1996. Mr. Sandberg serves as the Chairman of the Board of CBA Florida, Inc.

Mr. Sandberg is a graduate of Carnegie Mellon University with a B.S. in Industrial Management and a B.A. in economics in 1994.

Anthony Snow

President and Co-Portfolio Manager

Anthony Snow oversees research for Red Oak Partners. Prior to joining Red Oak, Mr. Snow worked at Soros Fund Management where he was part of a two person team that managed a $250 million global long/short equity portfolio. Prior to Soros, Mr. Snow also focused on investments in global equities at both Ardea Capital Management, as part of the founding team, and Wyper Capital Management. Previously, Mr. Snow was employed at Lindsay Goldberg, a private equity firm, where he was an Associate focused on leveraged buyouts. Mr. Snow began his career at Merrill Lynch & Co. as an Analyst in the Mergers & Acquisitions group.

He received a B.B.A. with high distinction from the University of Michigan, concentrating in finance and accounting, and an M.B.A. from Harvard Business School.

II. Letters & Presentations

Nil

III. Significant companies
Below is a list of company engagements where the filer has filed a Schedule 13D and/or engaged in a proxy campaign. As the filer does not file a Form 13F, current ownership information is not available.
This post is for paying subscribers only

Subscribe to continue reading