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GreenWood Investor Update.pdf

2020.11.01-Q3-Letter-v2.pdf

🔗 Source: gwinvestors.com

📊 Size: 169 KB

📄 Pages: 4 pages

⬇️ Downloads: 81

Summary

GreenWood Investors reports 15.4% fund performance and 7.2% alpha in Q3, driven by progress in portfolio companies like CTT and analytical process improvements. The fund aims for 15% compounded performance through the cycle, focusing on "special situations" where perceptions align with reality, driving alpha. GreenWood has systematized its approach to identifying investments with potential for material change in fundamentals and perception, using a behavioral ranking framework to ensure diversity in portfolio narratives. The fund has exposure to various behavioral categories, including compounders, GARP, value, turnarounds, and cyclicals, with notable successes in Peloton and S4 Capital, which have graduated to the compounder phase.

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Description

GreenWood Investors reports 15.4% fund performance and 7.2% alpha in Q3, driven by progress in portfolio companies like CTT and analytical process...

Technical Information

File Format: PDF
File Size: 169 KB
Pages: 4
Language: EN
Total Downloads: 81
Last Updated: 1 week ago

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