GTXMQ - McIntyre Partnerships Q4 2020 Commentary
- We are a private investment company focused on long-term investments and aquisitions in the natural resources and infrastructure sectors.
- Through YE 2020, McIntyre Partnerships returned ~22% gross and 20% net. This compares to S&P 500, S&P 600, and Russell 2000 returns including dividends of 18%, 11%, and 20% respectively.
- Following a ten-year bull market and economic expansion, I believe the pandemic has created a strong idea pipeline and am cautiously optimistic.
- Our five largest positions are CC, GTXMQ, MCS, CAAP, and TPHS, and account for roughly 90% of assets.
For further details see:
McIntyre Partnerships Q4 2020 Commentary