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Hayden Capital 3Q22 Performance Update

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Jacob Wolinsky
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Hayden Capital's performance update for the third quarter ended September 30, 2022.

Q3 2022 hedge fund letters, conferences and more

Dear Partners and Friends,

Our portfolio remained volatile the last few months.  The market prices of investments were generally stable in the first two months of the quarter, but a weaker September led the market & our portfolio to decline towards the end of the period.  As mentioned in our last email update to partners, this was particularly acute among our newer positions established earlier this year.

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However, we’re growing cautiously optimistic, as it feels like we’re getting closer to the end of this difficult period.  From our perspective,...

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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