Greenhaven Road Capital is a hedge fund manager that focuses on business services, technology, and consumer/retail sectors. The firm avoids commodity-based companies, preferring businesses with strong cash flow, stable earnings, and robust growth potential over the long term. Greenhaven Road actively seeks opportunities in overlooked areas, uncovering companies with significant growth prospects. Greenhaven Road's returns consistently place it in the top 10% among hedge funds. It has consistently outperformed hedge fund benchmarks and major market indices such as the Russell 2000 and the S&P 500.
After graduating from Stanford Business School in 2000, Scott Miller began managing his portfolio in public equities, consistently outperforming the market by thousands of basis points annually for nearly a decade. Encouraged by requests from friends and family, he founded Greenhaven Road Capital, a boutique investment management firm known for its unconventional approach and steadfast confidence. Scott's background in private equity and for-profit education significantly shapes Greenhaven Road's investment strategy. His experience co-founding an education company, which expanded to over 1,400 employees and $75 million in revenue, underscores the firm's contrarian, patient, and opportunity-focused philosophy.
Greenhaven Road Investment Management is a hedge fund managing $293,707,841 in discretionary assets for 5 clients, as reported in its Form ADV on March 2024. Their Q1 2024 13F filing disclosed holdings of $236,075,659 in managed 13F securities, with a significant top-10 holdings concentration of 92.77%. Greenhaven Road Investment Management's largest holding is in Par Technology Corp., with 1,574,308 shares held.