Cedar Grove Capital Management employs a Multi-Strategy Approach to Generating Long-Term Returns through concentrated positions in undervalued securities. The fund operates as a Multi-strategy investment fund focused on L/S, M&A Arbitrage, and other Special Situations. Led by founder and CIO Paul Cerro, the firm combines traditional hedge fund strategies with a significant research publishing operation that serves over 3,200 investors and generates substantial annual recurring revenue. The fund maintains a high-conviction approach with 5-15 concentrated positions while actively managing portfolio beta through strategic short positions and special situations investing.

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The mandate for the fund is to identify both long and short-term asymmetric opportunities in undervalued and underfollowed securities to drive superior, risk-adjusted returns. Our management strategy allows for a multi-strategy approach that generates uncorrelated returns by utilizing our expertise in special situations and smaller-cap companies. We hold between 5 – 15 of our best ideas and ignore short-term volatility. With our ability to invest in various special situations and to actively take short positions, we can reduce overall portfolio beta by allocating asymmetric capital to these strategies.

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