Greenhaven Road Capital 4Q22 Commentary

Jacob Wolinsky

Published onFebruary 13, 2023

Greenhaven Road Capital commentary for the fourth quarter ended December 31, 2022.

Table of Contents

Q4 2022 hedge fund letters, conferences and more

Dear Fellow Investors,

The Fund returned approximately -4.3% net for the fourth quarter. Returns vary by entity and class so please check your individual statement for actual returns.

While I believe our performance compares favorably on a three- and five-year basis, 2022 was a humbling year to say the least. I always believed that having a material down year would be inevitable if I managed money long enough, but the magnitude of the decline – especially when overall markets were more muted – surprised me. In retrospect, too many of our investments...

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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 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.

Greenhaven Road Capital 4Q22 Commentary

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