McIntyre Partnerships 3Q21 Commentary: Madison Square Garden Entertainment
McIntyre Partnerships commentary for the third quarter ended September 2021, discussing their new position in Madison Square Garden Entertainment Corp (NYSE:MSGE). Q3 2021 hedge fund letters, conferences and more Dear Partners, McIntyre Partnerships' Performance and Positioning Review – Q3 2021Through Q3 2021, McIntyre Partnerships returned approx. 71% gross and 59% net. This compares to S&P 500 and Russell 2000 Value returns including dividends of 16% and 23%, respectively. Our investment in Garrett Motion Inc (NASDAQ:GTX/NASDAQ:GTXAP) is a “big bet” investment, which, given our concentration...