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GreenHaven Road Capital Q1 2019 Investor Letter

May 01, 2019 4:34 AM ETPAR, APPS, KKR, ETSY, SHSP, BOX, EVI, STLA, CSSE, NFLX
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Summary

  • Greenhaven Road Capital is a long-biased, concentrated hedge fund. We invest only in our very best ideas – typically 15 long positions or less and a handful of opportunistic short.
  • Net returns for the partnership in the first quarter were in excess of 16%.
  • In the stock market, it is often “the story” that can drive changes in share price.

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