Investor Letters

Investor Letters

Dear Partners…

Our investor letters highlight key portfolio holdings, our current views on the market, and general musings that we think our partners may find interesting. Through these letters, we hope our investors have a better sense of how we think and evaluate potential investments at Hayden Capital. One of our greatest advantages is having like-minded investors, who understand our differentiated investment process. As such, we owe our partners clear and open communication in how we are putting their hard-earned assets to work.  

For further information, including requests to be added our distribution list, potential investments in Hayden Capital, or media inquiries, please reach out via the contact us page.


Investment Research & Investor Materials


Investor Presentation

Investor Tearsheet

Cimpress Writeup (CMPR)

Zooplus Writeup (ZO1)


Letters To Partners


Q4 2015

Q1 2016

Q2 2016

Q3 2016

Q4 2016

Q1 2017

Q2 2017