LongSEAug 2026
Sea Limited
Hayden believes Shopee's current reinvestment program is generating increasingly attractive returns and strengthening the business rather than merely defending it against…
Hayden Capital, LLC
Concentrated, fundamental global equity investing focused on high-quality businesses with durable competitive advantages, attractive reinvestment opportunities and long-term earnings growth.$61M AUM2 published ideas
Hayden Capital, LLC is an investment management firm founded by Fred Liu. The firm follows a fundamental, research-intensive approach and typically concentrates capital in a relatively small number of businesses across global markets. Its investment framework emphasizes long-term earnings power, incremental returns on invested capital and the ability of companies to reinvest at attractive rates.
Ideas from Hayden Capital, LLC
LongMELIAug 2026
MercadoLibre, Inc.
Hayden believes MercadoLibre's heavy investment in faster shipping and free delivery on low-ticket products is creating attractive long-term economics despite depressing…
Letters covered
- Quarterly Letter 2026 | Vol. 2August 27, 2026
Source PDFs are not republished here; only extracted ideas and quotes.