Hayden Capital, an investment management firm, released its second-quarter 2025 investment letter. As the geopolitical worries eased, the portfolio experienced a strong second quarter. In the second quarter, the portfolio generated a 17.6% return, outperforming the S&P 500's 10.9% return and the MSCI World Index's 11.3% return. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2025.
A copy of Hayden Capital’s Q2 2025 investor letter can be downloaded here.Create a free account, or log in to read the full article
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