Alphyn Capital Management 1Q19 Commentary

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

Q2 hedge fund letters, conference, scoops etc

Introduction

In 2019, I established Alphyn Capital Management, LLC as a registered investment advisor with the goal of compounding family wealth over the long term, responsibly, by investing in a) great public companies that have the power to endure, with long runways to grow through reinvesting cash flows at high rates of return, run by talented and aligned operators and b) the occasional special situation. The majority of my liquid net worth is invested in the same strategy, using lessons learned from operating family businesses that compounded at high rates for almost 2 decades, and from investing proceeds from the sale...