Hayden Capital – Quarterly Letter (2018 Q1)

Dear Partners and Friends, Well, that was an interesting end to the quarter. Trade wars, Presidential tweets, administration shake-ups… the markets hate uncertainty, and this quarter delivered it in spades. Much of this is meaningless to us, given our 10-year investment lens. However, these events certainly cause volatility in the short-run, often driven by those without the luxury of the time horizon we have, who are trying to “trade around” Continue Reading →

Q1-2018 HCP Partners Letter

Dear Partner, Hazelton Capital Partners, LLC (the “Fund”) gained 1.8% from January 1, 2018 through March 31, 2018 and has returned 132% since its inception in August 2009. By comparison, the S&P 500 lost 0.8% in the same quarter and has returned 203% since the Fund’s inception. The Quarter in Review – Position Updates Hazelton Capital Partners ended the 1st quarter with a portfolio of 17 equity positions and a Continue Reading →