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.
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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