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First Quarter 2019 Letter: Building Gamma

We have posted our delayed and brief quarterly letter, which you can read by clicking here.

Speed Read:

  • We continue to evolve our process and have changed our tag lines to better reflect the considerable evolution we’ve made over the past year (it is now Global, Collaborative, Builders);
  • We joined the Builders this quarter by transforming our largest position from a bureaucracy to an owner-operator. We are very excited to materialize our plan into actions this summer. The new CEO joins insiders buying stock on a daily basis;
  • We discuss the significant advantages of transparency for both investors and corporate governance;
  • We end by discussing our very busy roadmap for the summer ahead which will include a new Luxembourg fund for our European Builders, with some spots remaining for our Founders’ Class.

First Quarter 2019 Letter to Investors: Building Gamma

Yesterday Lisbon, today Madrid. We are already back to Building. As David Hawkins said, “Straight and narrow is the path, waste no time.”


Disclaimer:

This article has been distributed for informational purposes only. Neither the information nor any opinions expressed constitute a recommendation to buy or sell the securities or assets mentioned, or to invest in any investment product or strategy related to such securities or assets. It is not intended to provide personal investment advice, and it does not take into account the specific investment objectives, financial situation or particular needs of any person or entity that may receive this article. Persons reading this article should seek professional financial advice regarding the appropriateness of investing in any securities or assets discussed in this article. The author’s opinions are subject to change without notice. Forecasts, estimates, and certain information contained herein are based upon proprietary research, and the information used in such process was obtained from publicly available sources. Information contained herein has been obtained from sources believed to be reliable, but such reliability is not guaranteed. Investment accounts managed by GreenWood Investors LLC and its affiliates may have a position in the securities or assets discussed in this article. GreenWood Investors LLC may re-evaluate its holdings in such positions and sell or cover certain positions without notice. No part of this article may be reproduced in any form, or referred to in any other publication, without express written permission of GreenWood Investors LLC.

Past performance is no guarantee of future results.

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