FineMark

JANUARY 20, 2023

The two-front assault faced by traditional 60% equity and 40% fixed income (60/40) portfolios in 2022 was one of the most severe on record, and the worst seen in many years. As a result, this normally stabilizing counterbalance, instead contributed to additional portfolio losses.

Economics 52

Economics Portfolio Equities Investors 52

FineMark

OCTOBER 17, 2023

As the quote from Warren Buffett above suggests, we share his view on the utility of short-term market forecasts. 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.

S&P 52

S&P Investment Portfolio Corporation 52

Mergers and Inquisitions

FEBRUARY 28, 2024

So, I’ll share here an old report issued by Goldman Sachs on J.C. As with equity research and hedge fund roles, there are two main options for breaking in: Complete the CFA , get fixed income-related internships, and start working directly in FI research, either at a bank or a buy-side firm. Due to the age and the fact that J.C.

Equities 59

Equities Debt Asset Management Recruitment 59

FineMark

JANUARY 17, 2024

A common method for expressing the value of equities is the Price-to-Earnings (P/E) ratio, a stock valuation metric that compares a company’s share price to its earnings per share. The P/E ratio is calculated by dividing the market value price per share by a company’s earnings per share.

S&P 52

S&P Equities Valuation Investment 52

FineMark

JULY 13, 2023

While these technological developments are exciting, we believe some of the share re-rating that’s occurred could be overdone. Monetary Policy and Macro Reality In earlier letters, we shared our expectation that the Federal Reserve would stop hiking rates during the second quarter.

S&P 52

S&P Bank Banking Investment 52