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Year End 2023 Letter

Reading Time: approximately 12 minutes. Click here to read this letter in PDF Format. Dear GreenWood Investor: Fundamental Momentum “Opportunities multiply as they are seized.” —Sun Tzu We are pleased to report a year of good progress for our investors,…

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Builders vs. Guiders

This article is the final in a 6-part series examining how the drivers of value creation are the same as sustainability drivers. We outline these drivers in these 6 posts and show how recent ESG efforts to define business sustainability…

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A Builder and His Mine

The heightened news-flow in recent weeks surrounding energy prices and government mandated carbon-zero targets, coupled with the entry of Sprott into the physical uranium market has created much interest in the uranium and nuclear space. We do believe the increased…

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The Founder Strikes Back

In January, we had the opportunity to learn about a founder's passion and drive to save his company. Retail entrepreneur, Julian Dunkerton, who won a proxy battle in early 2019 to regain control of Superdry and commence a  design-led turnaround…

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First Quarter 2021 Letter

Estimated Reading Time: 6 minutes Click here to read this letter in PDF format. Speed Read:  Our Global Micro Fund delivered returns of 23.3%, while the euro-denominated Luxembourg fund returned 24.6%. Our Global Micro separate accounts returned 18.5% while our…

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