- Greenhaven Road is a boutique hedge fund with the patience and confidence to step outside of the norm. Greenhaven Road Capital digs deep, searching in places rarely trafficked to locate the few hidden gems that will outperform a diversified portfolio of blue chips.
- In the fourth quarter, Greenhaven’s fund returned in excess of 30%, bringing full-year 2020 returns to more than 105% after fees and expenses.
- Digital Turbine, PAR Technology, Elastic, and Roku were our largest contributors during the year.
- Our partnership made two significant investments during the fourth quarter. The first was the communications platform Slack, which agreed to be acquired by Salesforce.
For further details see:
Greenhaven Road Capital Q4 2020 Letter