Cedar Grove Capital Management is a multi-strategy investment fund based in New York, NY. This fund is the public investment side of broader “Cedar Grove Capital” which offers SMB consulting services and invests in publics, and privates. Our public multi-strategy fund involves
Long / Short Equity
Most of our core areas of investment revolve around the consumer/retail, the consumer(tech), and cannabis spaces. As time has progressed over the decades, we believe that the continued integration of e-commerce into traditional brick-and-mortar retail leaves plenty of room for opportunity in quality names and brands.
While nascent, cannabis has made great strides over the years while being restricted by government rules and regulations. We believe that though much of the industry has faced uphill battles, the loosening of red tape on the state and federal levels will lead to the best risk-adjusted returns of any industry over the next decade.
In regard to size, we mainly focus on micro to small-cap names while trying to avoid mid to large-cap companies. We believe that there are much better risk-adjusted returns in the former than the latter but will not shy away if an ROI meets our desired criteria.
Paul Cerro is the Chief Investment Officer of Cedar Grove Capital Management. He started out his career on Wall Street working in Investment Banking at Merrill Lynch covering the consumer and retail industry. During his stint at Merrill, he’s advised on over $2B in transactions and was there for the cannabis market launch in late 2018.
Since then, he’s held multiple roles within the tech industry in companies ranging from Series B to Series D focusing on strategic growth. This granular-level business understanding has proved critical in realizing the true undervalued potential in investments.
What we post publicly, is essentially our investment notes for the fund. Given the time it takes for us to synthesize our investment theses, we have tiered models that appeal to readers looking for a free or more in-depth paid type of offering. This breakdown of what each tier brings to the table is listed below.
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