Hayden Capital’s Q3 2023 Investor Letter

Hayden Capital, a value-oriented investment firm, released its third quarter 2023 investor letter. A copy of the same can be downloaded here. The portfolio rose in the third quarter and returned 11.6% (net) compared to (3.3%) return for the S&P 500 Index and (3.7%) return for the MSCI World Index. Several holding companies began to exhibit indications of reaccelerating growth in the quarter. In addition, please check the fund’s top five holdings to know its best picks in 2023.