Greenhaven Road concentrates research in “off the beaten path” names across a wide range of market caps, operating with a streamlined business that enables a capacity limitation on the fund for investment flexibility, as well as fee alignment.
Funds often make their mark in less efficient smaller caps, then move to larger caps as assets grow. Greenhaven has a capacity limitation that ensures the fund can focus on a very wide range of market caps that most other funds cannot match.
The fund has a preference for overlooked, misunderstood, or esoteric names with limited analyst coverage, high insider ownership, and high growth potential. Owner-operator experience informs the analysis of management decisions and incentives.
Founder and Portfolio Manager Scott Miller has an operating, public long-short investing, and venture capital background. Scott has been investing capital formally as Greenhaven Road since 2011 and structured the business after the early Buffet partnership. The firm is intensely committed to investment independence and flexibility, as well as aligning interests with investors and avoiding the drawbacks of excessive capital growth.
Learn more about Greenhaven.