Hayden Capital, an investment management firm, published its third-quarter 2021 investor letter – a copy of which can be downloaded here. A quarterly net return of 2.8% was delivered by the fund for the third quarter, compared to the 0.6% and 1.3% gains of its benchmarks, the S&P 500 and MSCI World Index respectively for the same period. You can take a look at the fund’s top 5 holdings to have an idea about their best picks for 2021.
Hayden Capital, in its Q3 2021 investor letter,...
