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GreenHaven Road Partners Fund 3Q18 Commentary

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Jacob Wolinsky
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GreenHaven Road Partners Fund commentary for the third quarter ended September 30, 2018.

Q3 hedge fund letters, conference, scoops etc

GreenHaven Road Partners Fund

Dear Limited Partners,

By now, you should have received your statements from Opus. The GreenHaven Road Partners Fund returned approximately +3.6% in the third quarter, and has returned +10.3% in the ten months since its December 2018 inception. Please check your individual statements for your returns, as performance can vary based on share class and subscription date.

While overall returns are boiled down to a single number, there is a wide dispersion of returns across the underlying funds. A significant portion of this dispersion is just noise, as returns...

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Jacob Wolinsky is the ex-Founder of Valuewalk.com (founded 2011, sold 2023). He is founder of HedgeFundAlpha (formerly ValueWalk Premium), a hedge fund focused intelligence service for institutional investors. Prior to founding Valuewalk, Jacob covered small caps, worked recruiting members for a large hedge fund community and freelance financial journalism. Jacob lives with his wife and five kids in Passaic Park NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal ID. Other methods of secure communication are also available. FD: Most of my portfolio is in I mostly purchase broad-based ETFs, mutual funds or individual bonds - I do this for performance reasons and to avoid any potential conflict of interest or occasional receipt of insider information. I will disclose if I have a stake in any company, but in general I have few stocks and I avoid any trading especially around topics I am covering.