Mergers and Inquisitions

DECEMBER 6, 2023

Multi-manager hedge funds promise investors solid risk-adjusted returns with low volatility; no matter what the broader market does, you’ll make money if you invest in them. 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

Mergers and Inquisitions

JANUARY 31, 2024

In other words, they’re the public face and brand of their fund, and all investment decisions flow through them. They might have separate teams for specific strategies or markets, but everything is run under a single Profit & Loss statement (P&L). 10 – 15 positions rather than 100+).

Funds 59

Funds Management S&P Recruitment 59

FineMark

JANUARY 17, 2024

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%. What’s intriguing about the chart in Figure 2 is how differently equities, as measured by the S&P 500, performed under each period, returning a modest 5.7%

S&P 52

S&P Equities Valuation Investment 52

FineMark

OCTOBER 17, 2023

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. Equities and the S&P 500 At the onset of each new year, like clockwork, we’re asked for our near-term view.

S&P 52

S&P Investment Portfolio Corporation 52

Mergers and Inquisitions

FEBRUARY 28, 2024

Fixed Income Research Definition: In fixed income research, finance professionals analyze companies’ debt issuances and make pricing and investment recommendations based on their outlook for each one. And the credit rating agencies (S&P, Fitch, Moody’s, and Morningstar DBRS in distant 4 th place) specialize in fixed income research.

Equities 59

Equities Asset Management Debt Recruitment 59

FineMark

JULY 13, 2023

In investing, we see clear corollaries to this statement. Equity markets are justifiably high risk investments, given the historically high returns they afford investors over long investment horizons. As asset allocators, studying the past helps us see the investment landscape for what it is—not what we wish it to be.

S&P 52

S&P Bank Banking Investment 52