Greenhaven Road Capital 2Q22 Commentary

Greenhaven Road Capital commentary for the second quarter ended June 30, 2022. Q2 2022 hedge fund letters, conferences and more Dear Fellow Investors,  The Fund returned about -33% in the second quarter, bringing its total decline to approximately -51% in the first half of the year. This has been the U.S. market’s worst start to a year in over a half century and, unfortunately, our losses were quite outsized during the period, largely due to our concentrated, long-term bets in growthier areas. With the vast majority of my liquid net worth invested in our funds, my extended family and I…