Hayden Capital 1Q20 commentary: Up 4% Through March

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…