Hayden Capital commentary for the month of March 2020, discussing the need for additional capital to invest opportunistically.
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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...