Greenhaven Road Capital 3Q22 Commentary

Jacob Wolinsky

Published onNovember 30, 2022

Greenhaven Road Capital commentary for the third quarter ended September 30, 2022.

Q3 2022 hedge fund letters, conferences and more

Dear Fellow Investors,

The Fund is enduring its worst drawdown since inception. We were down again in the third quarter, bringing year -to-date returns to approximately -59%. Returns vary by entity and class so please check your individual statement for actual returns. As somebody with the vast majority of my net worth invested in our funds, I feel every percentage point, as do my parents, children, and other family members invested alongside us.

In spite of this very large drawdown, we are still compounding at over 960 bps per year since the...

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Jacob Wolinsky

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 worked as an equity analyst covering small caps, a micro-cap analyst, doing member development a large hedge fund community and freelance financial writing. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal id. Other methods of secure communication are also available. FD: I almost exclusively avoid the purchase of equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds. I will disclsoe if I have a stake in any company, but in general avoid

Greenhaven Road Capital 3Q22 Commentary

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