Investment Lifecycle and Strategies slide image

Investment Lifecycle and Strategies

HAYDEN CAPITAL OVERVIEW Investment Objective Investment Strategy Achieve returns exceeding the broader Global Equity Markets (measured by the S&P 500 and MSCI World), over a full market cycle. Hayden Capital seeks to achieve these returns primarily through publicly traded, marketable securities of U.S. and non-U.S. companies. We employ minimal to zero leverage in our portfolio. We follow a research-intensive, value-oriented investment process. Our typical portfolio comprises of 6 - 15 high-quality companies, that we have studied for an extensive period. We don't aim to "beta-hedge" our positions, as this typically results in sacrificing long-term gains for reducing short-term volatility. As long-term investors, we would rather have a superior (although lumpy) annual return, than a steady (but mediocre) return. In fact, we embrace volatility in most cases as it allows us to purchase companies we like for cheaper. HAYDEN CAPITAL 3
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