Systematic Macro Trend (SMarT®) Strategy

Equity Hybrid

The Redwood SMarT® Strategy is an equity hybrid strategy that seeks to hold a diversified portfolio of securities within any of the following asset classes when various risk measurements show the potential to produce positive returns: domestic and international small-cap equities; growth and income equities; preferred securities; convertible bonds; high-yield bonds and leveraged loan; emerging market bonds; real estate investment trusts.

Redwood’s quantitative research and analysis is designed to identify periods of heightened risk of significant loss, to both facilitate holding the SMarT® exposures during advantageous periods and to identify periods of above average risk to move portfolios to the safety of money market or short term US government security funds.

Mutual Funds/ETFs may be used as the investment vehicles for certain or all exposures to provide greater diversification and liquidity than in a portfolio of individual securities.

Strategy Overview

Performance Materials

Platforms Available


Performance obtained on the Systematic Macro Trend Strategy, unless stated otherwise relates to Redwood’s Separately Managed Accounts. If you have any questions, please contact us at All materials are for informational purposes only and contain opinions of Redwood, which should not be construed as facts. Unless stated otherwise, none of the materials constitute an offer, nor a solicitation of an offer to invest in any of Redwood’s products, and otherwise affiliated funds. Proceeding to access any information contained herein, users are deemed to be representing to be allowed to do so by applicable laws, regulations, and approval by Redwood having obtained a username and password. There can be no guarantee that any strategy described will achieve its objective. Past performance is not a guarantee of future results. There is risk involved when investing in securities, which can include loss of principal. For more disclosures regarding the available materials, please read carefully the disclosures provided within each document as well as additional disclosures found below.

Thinking RiskFirst®?
Let's Talk.


Is your advisory business a good fit? Consult with a Redwood Advisor Analyst today.