child
  1. 06.14.2018

    Greenhaven’s Scott Miller on Value Investing

    Scott Miller on Value Investing SumZero – June 14, 2018 Scott Miller is the Founder and Portfolio Manager of Greenhaven Road Capital. Prior to founding Greenhaven Road, Miller founded an education company called Accelero that grew to 1000+ employees. Kevin Harris from SumZero sat down with Scott Miller to discuss Greenhaven Road Capital, small cap […] read more

Stride

  • Capital Protections

    Business stability and operational excellence are key underpinnings to investment performance

Pre-Investment Diligence Post-Investment Diligence
6-9 months of intensive qualitative and quantitative research before investment Daily position-level transparency with risk guidelines that prevent style drift
Historical performance assessed through a robust analytical systems Operational oversight and engagement, strategic and advisory contributions
Negotiations used as valuable character screen Down and out provisions; bad actor provisions
A focus on sustainable market inefficiencies and sensible risk management Manager resources supported as needed, particularly during intensive build-out phase