Greenhaven Road Capital’s Q1 2023 Investor Letter

Greenhaven Road Capital, an investment management company, released its first quarter 2023 investor letter. A copy of the same can be downloaded here. The fund returned 17% in the first quarter. Even though fears of runaway inflation waned in the quarter, investors’ concerns relating to the macroeconomic factors weren’t fully eliminated.  In addition, you can check the top 5 holdings of the fund to know its best picks in 2023.