Hayden Capital 1Q19 Commentary – Finding Value in The Enchanted Forest

Jacob Wolinsky

Published onMay 13, 2019

Updated on May 13, 2019

Hayden Capital commentary for the first quarter ended March 31, 2019.

Table of Contents

Q1 hedge fund letters, conference, scoops etc

Dear Partners and Friends,

Our portfolio recorded its best quarter since inception, after recovering from a rough end to 2018. Over the last three months, it seems the market found its footing again versus the panic selling we saw in December and when certain issues even had trouble catching a bid. Some of this was aided by the Fed, which signaled it would take a long pause in raising interest rates further.

Over the first quarter of 2019, our portfolio appreciated +14.73% (net of fees) vs. +13.65% for the S&P 500 and +12.45% for the MSCI World Index. Our cash levels continued to...

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Jacob Wolinsky

Jacob Wolinsky is the ex-Founder of Valuewalk.com (founded 2011, sold 2023). He is founder of HedgeFundAlpha (formerly ValueWalk Premium), a hedge fund focused intelligence service for institutional investors. Prior to founding Valuewalk, Jacob worked as an equity analyst covering small caps, a micro-cap analyst, doing member development a large hedge fund community and freelance financial writing. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal id. Other methods of secure communication are also available. FD: I almost exclusively avoid the purchase of equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds. I will disclsoe if I have a stake in any company, but in general avoid

Hayden Capital 1Q19 Commentary – Finding Value in The Enchanted Forest

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