The GA-Courtenay Special Situations Fund is an investment fund managed by Green Ash Partners. The fund focuses on special situations and high-growth equities. The fund reported a 13.8% decline in July, bringing its year-to-date performance to -10.0%. The fund attributed the decline to an unusual liquidity-driven dislocation across higher-growth stocks rather than deterioration in the fundamentals of its portfolio companies. Despite the volatility, merger arbitrage investments contributed...
GA-Courtenay Special Situations Fund’s Q2 2026 Investor Letter
