Mergers and Inquisitions

DECEMBER 6, 2023

The multi-manager hedge fund model is simple: Raise $10-20 billion, borrow at the fund level to take this to $50-$100 billion, and then allocate this capital to dozens of internal teams. Beta-Neutral Portfolios: For example, if the S&P 500 goes up or down by 5%, your team’s portfolio should move by ~0%.

Funds 104

Funds Management Recruitment Portfolio 104

FineMark

JANUARY 17, 2024

As trusted stewards of your capital, we do our best to follow Charlie’s wisdom. The equity market also noted the Fed’s comments as investors piled back into equities and the S&P 500 finished the year up more than 26%. Today, at approximately 22 times earnings, the S&P is on the upper boundary of this valuation spectrum.

S&P 52

S&P Equities Valuation Investment 52

Mergers and Inquisitions

JANUARY 31, 2024

They might have separate teams for specific strategies or markets, but everything is run under a single Profit & Loss statement (P&L). There are very few real “requirements” besides the single PM / single P&L one above and the standard Limited Partner / General Partner structure that all hedge funds use.

Funds 59

Funds Management S&P Recruitment 59

Mergers and Inquisitions

FEBRUARY 28, 2024

And the credit rating agencies (S&P, Fitch, Moody’s, and Morningstar DBRS in distant 4 th place) specialize in fixed income research. the appropriate debt vs. equity mix, and additional capital needs over the next few quarters. Each role has common analytical elements, but the specifics and deliverables differ (e.g.,

Equities 59

Equities Asset Management Debt Funds 59

FineMark

OCTOBER 17, 2023

Equities and the S&P 500 At the onset of each new year, like clockwork, we’re asked for our near-term view. benchmark equity index, the S&P 500. Consequently, by the end of July 2023, the S&P was up more than 20% for the year. This year was no different. We’re always happy to help!

S&P 52

S&P Investment Portfolio Corporation 52

FineMark

JULY 13, 2023

This scenario would largely impact small-to-medium-sized businesses that rely on regional bank lending for their capital needs. The stark differences in index performance, specifically the effects of mega-cap technology listings and their disproportionately large weights in the S&P 500, are also worth highlighting.

S&P 52

S&P Banking Bank Investment 52