Hayden Capital commentary for the month of March 2020, discussing the need for additional capital to invest opportunistically. [dalio] Q4 2019 hedge fund letters, conferences and more Dear Partners and Friends, First and foremost, I hope you are all keeping safe and healthy these last few months. Given the market volatility in the past few weeks, I thought it would be suitable to give you an update on our portfolio a couple weeks early, before our usual Q1 2020 investor letter is sent out. Hayden Capital Performance During the first quarter of 2020, our portfolio gained +4.1% vs. the S&P…
Hayden Capital 1Q20 commentary: Up 4% Through March
Jacob Wolinsky is the founder of HedgeFundAlpha (formerly ValueWalk Premium), a popular value investing and hedge fund focused intelligence service. Prior to founding the company, Jacob worked as an equity analyst focused on small caps. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com FD: I do not purchase any equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds.