Hayden Capital commentary for the fourth quarter ended December 31, 2018.
Q4 hedge fund letters, conference, scoops etc
Dear Partners and Friends,
The past few months were tough on our portfolio. Out of the 50 months we’ve been in business, our worst and second worst monthly performance came in December and October respectively. While we don’t manage the portfolio with short-term monthly, quarterly, or even a single year’s performance in mind, it’s important that our partners understand the context for these last few months.
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