McIntyre Partnerships 4Q19 Commentary; Long This Chemicals Stock

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Jacob Wolinsky
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McIntyre Partnerships commentary for the fourth quarter ended December 31, 2019. Q4 2019 hedge fund letters, conferences and more Dear Partners, I hope you all are having a pleasant start to the year. Performance Review – FY 2019 Through Year End 2019, McIntyre Partnerships returned approx. -3% gross and -4% net. This compares to S&P 500 and S&P 600 returns including dividends of 32% and 23%, respectively. In a word, my performance sucked. While the partnerships’ absolute return was bad but not beyond comprehension, our relative performance was awful. The large gains we achieved in the first four months of…


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Jacob Wolinsky is the founder of HedgeFundAlpha (formerly ValueWalk Premium), a popular value investing and hedge fund focused intelligence service. Prior to founding the company, Jacob worked as an equity analyst focused on small caps. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com FD: I do not purchase any equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds.