McIntyre Partnerships: Hedging Inflation While Looking For The “Fat Pitch”
McIntyre Partnerships returned 1% gross during the first quarter of 2022, compared to -4.6% for the S&P 500 and -2.4% for the Russell 2000 Value index, that’s according to a copy of the firm's first-quarter investor update, which ValueWalk has been able to review.
The equity long/short fund aims to outperform over a full market cycle and focuses on event-driven, non-cyclical GARP investments and distressed plays with an emphasis on high-quality predictable business models.
In 2021, the partnerships returned 66% net to investors, outperforming the S&P 500 . . .
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