- GreenWood Investors is a mostly-long, deep value investment firm focused on areas of extreme pessimism, structural inefficiencies and low competition.
- Our fourth quarter performance reflected a worldwide capitulation away from nearly everything except the large tech companies.
- We want to be optimized for both the short, medium and long-term, and seek rare investments that look attractive from all perspectives.
- We’ve given significant consideration to owning the big tech monopolies since 2012.
- We’ve been finding highly compelling short opportunities in addition to maintaining a high sense of urgency in sifting through the wreckage brought on by the most recent market turmoil.
For further details see:
GreenWood Investors Fourth Quarter 2021 Letter