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Hayden Capital 1Q20 commentary: Up 4% Through March

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Jacob Wolinsky
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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...

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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