1. 04.20.2018

    Seeders Embrace Capacity-Constrained Strategies

    Seeders Embrace Capacity-Constrained Strategies Opalesque – April 20, 2018 Active management has always had a problem with diminishing returns at scale. Now one seed funding platform is actually telling managers that ‘assets are the enemy’. Delegates at the recent Opalesque Connecticut Roundtable argue that it’s more important for emerging managers to focus on performance. “I […] read more


  • Greenhaven Road Capital

    Funded by Stride December 2015

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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 hard capacity limit on the fund for investment flexibility, and fee alignment.

Funds often make their mark in less efficient smaller caps, then narrow the opportunity set as assets grow. Greenhaven has a hard fund 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 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.

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