GreenWood Investors serves professional investors with sophisticated knowledge of investment markets and requires users to be at least eighteen years of age or older. Members must be accredited investors as defined by the SEC to view investor letters, while non-accredited investors can still access public research. The site is also intended for compliance and legal professionals employed by such investors. As of June 2020, the firm operated with three employees, only one of whom performs investment advisory functions, and maintains assets under management of $116.5 million as of March 31, 2025. The firm manages 37 clients across multiple fund structures including pooled investment vehicles managing $110.7 million, high net worth individual accounts with $2.3 million, individual investor accounts with $1.6 million, and corporate accounts with $1.8 million. Nearly all assets ($114.8 million) are managed on a discretionary basis across 33 accounts, with $116 million from United States persons and $0.4 million from non-U.S. persons. The firm has demonstrated growth through new fund launches and maintains compliance with Global Investment Performance Standards (GIPS®).

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GreenWood Investors is a collaborative investment firm focused on investing in builders and transformations globally. The firm operates as a bottoms-up, collaborative, concentrated global investment manager focused on areas of pessimism, structural inefficiencies and low competition. Their philosophy emphasizes that the common denominator to their portfolio are companies who are difficult to compete against - purpose-built cultures led by owners and founders that come into work every day hungry to make a difference. The firm uses long term trading, short term trading, and short sales with annual portfolio turnover ranging from 25-40%, correlating to a holding period of 2.5-4.0 years on average. Their methodology involves fundamental analysis of financial statements, general financial health of companies, and analysis of management or competitive advantages. A key differentiator is their collaborative network of partners, comprised of sophisticated investors, entrepreneurs and business owners, who help find and diligence global opportunities. The firm emphasizes constructivist investing and active ownership rather than traditional activism. They focus on owner-oriented efforts, engaging deeply with exceptional management teams to guide under-appreciated companies through transformative phases. The philosophy includes principles such as 'The secret of compounding is not just in the waiting, but applying consistent pressure on a daily, habitual basis' and 'Selling your winners and holding your losers is like cutting the flowers and watering the weeds.'

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