Hayden Capital’s Q2 2023 Investor Letter

Hayden Capital, a value-oriented investment firm, released its second quarter 2023 investor letter. A copy of the same can be downloaded here. The fund returned -4.8% net in Q2 compared to an 8.7% return for the S&P 500 Index and a 6.3% return for the MSCI World Index. Year-to-date, the fund delivered 15.7% compared to 16.9% and 14.2%, respectively, for the indexes. In addition, please check the fund’s top five holdings to know its best picks in 2023.