McIntyre Partnerships 4Q20 Commentary: CAAP, MCS
McIntyre Partnerships commentary for the fourth quarter ended December 2020, discussing discussing their new positions in Marcus Corp (NYSE:MCS) and Corporacion America Airports SA (NYSE:CAAP). Q4 2020 hedge fund letters, conferences and more McIntyre Partnerships Performance Review - FY 2020Through YE 2020, McIntyre Partnerships returned approx. 22% gross and 20% net. This compares to S&P 500, S&P 600, and Russell 2000 returns including dividends of 18%, 11%, and 20% respectively. Throughout the year, the fund was heavily concentrated in Chemours (CC). Recently, our CC investment has been red...