Remove 2021 Remove CFA Remove Portfolio
article thumbnail

2023 Third Quarter Review & Commentary

FineMark

Rather than trying to predict the future, we prefer to construct solid portfolios, focus on longer-term investable themes, and identify third-party manager talent with demonstrable (and persistent) alpha-generation ability. Looking ahead, we believe history will regard the 2007-2021 time period as anomalous. We’re always happy to help!

S&P 52
article thumbnail

2023 First Quarter Review & Commentary

FineMark

Interestingly, throughout 2021 and 2022, there were no U.S. To best leverage AI, this investment theme will be implemented within our clients’ portfolios as appropriate. SVB is the second-largest bank failure in U.S. bank failures. Outside of the U.S., the 167-year-old Swiss bank, Credit Suisse, also suffered a crisis of confidence.

Bank 52
article thumbnail

2023 Fourth Quarter Review & Commentary

FineMark

This strong push in November and December ended the long stretch of losses that fixed-income investors have endured since 2021. Due to the high degree of customization FineMark provides, these views won’t be uniformly expressed in every portfolio. Wishing you and your loved ones a prosperous and healthy 2024.

S&P 52