Hayden Capital 3Q18 Commentary
Hayden Capital commentary for the third quarter ended September 30, 2018. Q3 hedge fund letters, conference, scoops etc Dear Partners and Friends, Volatility is back. As I mentioned last quarter, Chinese A-share markets have been declining steadily throughout the...Livermore Partners Q3 Partner Report
To Partners: The quarter and YTD performance remained robust for Livermore Partners. Sticking to our themes and taking advantage of renewed volatility, we blended together some opportunistic trades and new investments. Both of which generated some nice alpha for the...Alluvial Fund, LP — Third Quarter Letter
Dear Partners and Colleagues, Alluvial Fund, LP was up 0.8% for the month of September. Year-to-date, Alluvial has returned 5.2% versus 10.6% for the S&P 500 and 11.5% for the Russell 2000. Since inception, Alluvial Fund, LP has returned 36.3% compared to 34.7%...New 23-Page Idea From Dane Capital: Waitr
We believe Landcadia (LCA), which should complete its SPAC merger with Waitr during the 1st or 2nd week of November, represents a compelling, under the radar screen, opportunity for growth investors playing the offline to online restaurant delivery trend. We see...Arquitos Capital – Q3 2018 Investor Letter
Dear Partner: Arquitos returned -6.6% net of fees in the second quarter of 2018, bringing the year-to-date return to -12.6%. Our annualized net return since the April 10, 2012, launch is 26.8%. Please see page four for more detailed performance information. Individual... |
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