Browse the world's most comprehensive database of hedge fund investor letters, sorted by recent quarter. Access primary source research from leading institutional managers.
Browse the world's most comprehensive archive of hedge fund manager letters. Access primary source research from leading institutional managers, sorted by reporting period.
Hayden Capital outperformed in Q3 2025 with a +20.1% return, driven by a patient stance on AI infrastructure bubbles and a high-conviction position in Japanese gig-work platform Timee.
Full Quick Take
Hayden Capital outperformed in Q3 2025 with a +20.1% return, driven by a patient stance on AI infrastructure bubbles and a high-conviction position in Japanese gig-work platform Timee.