Greenhaven Road Capital commentary for the first quarter ended March 31, 2020, discussing several of the underlying managers and their approaches to managing through the pandemic. Q1 2020 hedge fund letters, conferences and more Dear Limited Partners, The first quarter marked the arrival of the pandemic and the fastest bear market in modern financial history. In this period of high volatility, individual funds’ performance was largely a function of positioning entering the pandemic (exposures to travel, restaurants, etc.), net market exposure, and possession of “black swan” insurance. As our managers have a long bias and are geared towards the more…
On This Page
- Laughing Water Capital - Matthew Sweeney
- ADW Capital - Adam Wyden
- Desert Lion - Rudi Van Niekerk
- Maran Capital - Dan Roller
- Tollymore - Mark Walker
- Long Cast Advisers - AVI Fisher
- North Peak Capital Partners - Michael & Jeremy Kahan
- Arquitos Capital - Steven Kiel
- Far View - Brad Hathaway
- Final Thoughts
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