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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.

McIntyre Partnerships

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 the year reversed in Q2 and the fund has been volatile and treading...

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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