Hayden Capital, an investment management firm, released its second-quarter 2025 investment letter. A copy of the letter can be downloaded here. 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.
In its second-quarter 2025 investor letter, Hayden Capital highlighted stocks such as SmartRent, Inc. (NYSE:SMRT)....
Create a free account, or log in to read the full article
No credit card required.
We may use your email to send marketing emails about our services. Click here to read our privacy policy.