Greenhaven Road Capital 3Q20 Commentary: Enterprise Diversified

Greenhaven Road Capital commentary for the third quarter ended September 2020, discussing their holdings in Enterprise Diversified.Q3 2020 hedge fund letters, conferences and moreDear Fellow Investors,The Partners Fund returned +17.5% in the third quarter, bringing year-to-date performance to +6.4% for our Founders’ Class investors. There has been a very wide dispersion in the returns of the underlying funds on a quarterly, annual, and since-inception basis. This is not surprising, since we are invested in smaller managers who typically hunt for opportunities among unloved and underfollowed se…

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HEDGE accordingly