Browse the world's most comprehensive database of hedge fund investor letters, sorted by recent quarter. Access primary source research from leading institutional managers.
Browse the world's most comprehensive archive of hedge fund manager letters. Access primary source research from leading institutional managers, sorted by reporting period.
Greenhaven Road Capital experienced a -9% YTD return due to multiple compression in software and asset managers, but remains highly constructive and heavily concentrated in its top ideas, betting on a reversal driven by solid fundamentals and upcoming major catalysts.
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Greenhaven Road Capital experienced a -9% YTD return due to multiple compression in software and asset managers, but remains highly constructive and heavily concentrated in its top ideas, betting on a reversal driven by solid fundamentals and upcoming major catalysts.
