Weekly Client Letter – April 14, 2025

Market pullbacks can feel uneasy, but history offers perspective. So far, 2025 has followed a similar path to 1998-early-year volatility followed by recovery. In 1998, the market dropped nearly 20% before rebounding to end the year up over 25%.

While no outcome is certain, past trends remind us that short-term dips don’t have to derail long-term goals. That’s why our RiskFirst® process is built to manage downside risk and help your portfolio stay resilient through shifts in the market. By focusing on discipline over reaction, we aim to keep you on track.

Patience In The Pattern

Weekly Client Letter – April 14, 2025
Source: Bloomberg, Redwood. Data as of 4/10/2025. Date Range from 6/9/1998 – 4/10/2025.
  • We believe the preservation of capital is key to consistent, long-term investment success.
  • Our investment approach is grounded in economic theory and backed by quantitative analysis.
  • Managing drawdown risk is a pillar from which we build our portfolios.

60-Second Breakdown: April 14, 2025

Redwood Senior Analyst Michael C. Sasaki, CFA® discusses recent market performance and explains this week’s chart.

Best Invest Advise EVER!

Bryan Bourgeois, CEO/Founder of Shorebreak Capital, discusses why 90% of investors fail and how to avoid these common investment mistakes with Conner Small, Partner at Redwood Investment Management, Shorebreak Capital’s dedicated asset manager.

Market Summary

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