Harvard graduate and financier, J. Randall “Randy” Waterfield has chaired Waterfield Group for over 15 years, drawing on experience gained at Goldman Sachs to lead the financial services holding company. J. Randall Waterfield provides board level leadership to such prominent groups as Asure Software (Nasdaq: ASUR), SMTC Corporation (Nasdaq:SMTX), and Young Presidents’ Organization New York, and he recently joined the board of directors at Red Oak Partners, LLC.
While accepting his directorial role at the hedge fund management firm, Mr. Waterfield commended the company’s research-focused, process-driven investment philosophy. Established in 2003, Red Oak has succeeded in delivering long/short equity strategy net returns exceeding 14.5 percent, and it has achieved 21 percent annualized returns in its long-term equity operations. The firm operates under the leadership of CEO David Sandberg, an experienced investment manager who co-managed the $500 million Green River hedge fund owned by J.H. Whitney Capital Partners. Mr. Sandberg guides the firm to focus on small cap company investments, identifying promising organizations valued under $250 million. In doing so, he targets both public and private companies that present substantial cash flow with minor capital expenditures, locating firms that have garnered minimal attention from Wall Street Research but offer high value growth potential.
While accepting his directorial role at the hedge fund management firm, Mr. Waterfield commended the company’s research-focused, process-driven investment philosophy. Established in 2003, Red Oak has succeeded in delivering long/short equity strategy net returns exceeding 14.5 percent, and it has achieved 21 percent annualized returns in its long-term equity operations. The firm operates under the leadership of CEO David Sandberg, an experienced investment manager who co-managed the $500 million Green River hedge fund owned by J.H. Whitney Capital Partners. Mr. Sandberg guides the firm to focus on small cap company investments, identifying promising organizations valued under $250 million. In doing so, he targets both public and private companies that present substantial cash flow with minor capital expenditures, locating firms that have garnered minimal attention from Wall Street Research but offer high value growth potential.