Greenhaven Road Capital’s Q4 2023 Investor Letter

Greenhaven Road Capital, an investment management company, released its fourth quarter 2023 investor letter. In the fourth quarter, the Fund returned approximately 15%, bringing the full year returns to approximately 51%. The reason for all of the Q4 returns was perseverance along with multiple expansions during the quarter as investors were willing to pay a higher P/E or P/S for the same underlying company. In addition, you can check the top 5 holdings of the fund to know its best picks in 2023.

A copy of Greenhaven Road Capital’s Q4 2023 investor letter can be downloaded here.