Scott Miller founded Greenhaven Road Capital following his MBA from Stanford Business School in 2000, where he began investing his own portfolio and achieved thousands of basis points of annual outperformance for nearly a decade. Miller combines operational experience as CFO of an education company that grew to over 1,400 employees and $75M revenue with investment experience at a hedge fund founded by principals from Third Point and ESL. His investment philosophy evolved from traditional value investing to emphasizing management quality, insider ownership, and sustainable growth. Miller maintains significant personal wealth invested alongside clients and focuses on businesses with predictable, scalable revenue models, particularly in software and platform businesses.

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Greenhaven Road Capital operates as a boutique hedge fund with the patience and confidence to step outside of the norm. The firm employs deliberate, fundamentally-driven analysis to identify hidden gems in places rarely trafficked by other investors. Their contrarian approach focuses on deep fundamental research rather than following crowded trades, seeking companies with high insider ownership, recurring revenue, expanding margins, and the ability to grow without additional capital. The firm maintains a long-biased, concentrated strategy typically holding 15 positions or fewer, emphasizing superior long-term, risk-adjusted returns through intensive research and conviction-based position sizing.

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