DELHY - Alphyn Capital Management Letter To Investors Q1 2022
- Alphyn Capital Management, LLC is a registered investment advisor focussed on a) great public companies that have the power to endure, with long runways to grow through reinvesting cash flows at high rates of return, run by talented and aligned operators and b) the occasional special situation.
- It has been a bumpy start to the year, but market drawdowns are not unusual.
- While volatility can be painful, it is the price we pay for the opportunity to acquire attractive companies at reasonable prices.
For further details see:
Alphyn Capital Management Letter To Investors Q1 2022