McIntyre Partnerships 1Q21 Commentary
McIntyre Partnerships commentary for the first quarter ended March 31, 2021. Q1 2021 hedge fund letters, conferences and more Performance and Positioning Review - Q1 2021Through Q1 2021, McIntyre Partnerships returned approx. 31% gross and 29% net. This compares to S&P 500, S&P 600, and Russell 2000 returns including dividends of 6%, 13%, and 13% respectively. Our investments in CC and GTXMQ are “big bet” investments, which given our concentration makes market comparisons less useful at present. Our Q1 performance was both strong and robust, with our top five positions all posting double digit...