Hayden Capital

Hayden Jones is the founder and portfolio manager, making all investment decisions for the concentrated equity portfolio. He previously worked as an analyst at a hedge fund in Seattle. (per public investor letters)

The firm runs a concentrated long-only equity strategy, typically holding fewer than 10 stocks. It focuses on high-quality businesses with sustainable competitive advantages and strong long-term compounding potential. The strategy is patient and low-turnover. (per the firm's public communications)

Hayden Capital appears to invest directly in public equities only. There is no evidence of fund-of-funds, private equity, or other alternative asset allocations in its published letters.

The firm generally avoids commoditized industries, heavily regulated sectors, and businesses with poor capital-allocation histories. Jones has written about avoiding energy, commodities, and highly leveraged firms. (per public investment letters)

The firm publishes detailed quarterly letters that include full portfolio holdings, performance, and investment commentary. This level of candor is more common among family offices than traditional RIAs. (public record)

Hayden Capital is registered as an RIA and manages outside capital from high-net-worth individuals and institutions. It operates more as a concentrated equity hedge fund or asset manager than a pure single-family office.

The firm primarily invests in US-listed equities but also has positions in Latin American companies via ADRs, such as MercadoLibre. There is no disclosed direct foreign market exposure. (public record)