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McIntyre Partnerships 4Q18 Commentary: Long Small Cap Financials

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Jacob Wolinsky
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McIntyre Partnerships commentary for the fourth quarter ended December 31. 2018.

Q4 hedge fund letters, conference, scoops etc

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Dear Partners,

I hope you all are having a pleasant start to 2019. The below letter is shorter than I aim to make our typical year-end review, largely because of the significant portfolio repositioning discussed at length in the Q3 letter.

McIntyre Partnerships

“Mr. Market is there to serve you, not to guide you. It is his pocketbook, not his wisdom, that you will find useful. If he shows up some day in...

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Jacob Wolinsky is the ex-Founder of Valuewalk.com (founded 2011, sold 2023). He is founder of HedgeFundAlpha (formerly ValueWalk Premium), a hedge fund focused intelligence service for institutional investors. Prior to founding Valuewalk, Jacob worked as an equity analyst covering small caps, a micro-cap analyst, doing member development a large hedge fund community and freelance financial writing. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal id. Other methods of secure communication are also available. FD: I almost exclusively avoid the purchase of equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds. I will disclsoe if I have a stake in any company, but in general avoid