Hayden Capital 2Q19 Commentary: “Good” Vs “Bad” Business ModelJacob Wolinsky
Hayden Capital commentary for the second quarter ended June 30, 2019.
Dear Partners and Friends,
Our portfolio continued its recovery in the second quarter, and at a stronger pace than the broader market indices. During the second quarter, our portfolio appreciated +11.98% (net of fees), compared with the S&P 500 at +4.30% and the MSCI World index at +3 . . .
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