Welcome to the Crossroads Capital Investor Portal


Click on the appropriate tab below to access relevant documents related to the fund.

March 2021
Investor Overview
Crossroads Capital LLC
Fourth Quarter 2020
Tear Sheet
Crossroads Capital LLC
Investor Letters
Annual Letter to Investors
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2019

We’re pleased to present our annual letter for 2019. It’s quite belated – indeed, it also addresses much of 2020 – but we believe it provides helpful insight into our performance to date, and into the Fund as a whole and how we run it. We hope you agree.

Annual Letter to Investors
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2018

We’re proud to report that Nintendo, current heavyweight champ of the console world and 800-ton Godzilla of the increasingly resilient, fast-growing videogame industry, became our largest investment during the tail end of Q4 and early January.

Annual Letter to Investors
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2017

We’re happy to report that accounts managed by Crossroads Capital put up solid results in our first full year of operation.

Special Commentary
August, 16 2019
Letter to the Board of Directors, Sears Hometown and Outlet Stores, Inc.
November 30, 2018
Market Update - November 2018
Conference Presentations
June 2020
Orchid Island Capital
Common Equity/Options
January 2020
Nintendo Ltd.
Common Equity
January 2018
Sears Hometown & Outlet Stores
Common Equity
June 2017
Cision Ltd.
Warrants
January 2017
Hostess
Warrants

News & Media

Featured
Crossroads in the News
Intrinsic Investing  |  December 17, 2020
Nintendo Bewilderment
Reflections on Investor Reaction
Mindset Value  |  August 11, 2020
Mama Mia! Nintendo is 2013 Microsoft!
Why the Stock Sells for 13 Times Earnings
Intrinsic Investing  |  July 14, 2020
Nintendo: Capitalizing on Nostalgia
Nintendo kindles warm childhood memories of playing Super Mario Bros. and Zelda with friends in the 1980s.
Podcasts