Greenhaven Road Capital commentary for the second quarter ended June 30, 2022.
Q2 2022 hedge fund letters, conferences and more
Dear Fellow Investors,
The Fund returned about -33% in the second quarter, bringing its total decline to approximately -51% in the first half of the year. This has been the U.S. market’s worst start to a year in over a half century and, unfortunately, our losses were quite outsized during the period, largely due to our concentrated, long-term bets in growthier areas. With the vast majority of my liquid net worth invested in our funds, my extended family and I have sustained the losses in lockstep with...
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