Mergers and Inquisitions

DECEMBER 6, 2023

They do this by setting up entire teams (“pods”) for specific sectors, having each team learn their stocks or other securities in-depth, and then trading frequently based on catalysts and changes in investor sentiment. 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

OfficeHours

JULY 11, 2023

On that note though — if diversity events are starting though… You know On-Cycle is around the corner here… Questions I would ask if I was an Analyst in an in-person diversity session: I just saw X deal happen, new portfolio company — were you involved with that? Are add-ons trading cheaper than what you’ve seen in the past?

Investment Banking 130

Investment Banking Bank Banking Middle Market 130

Mergers and Inquisitions

JANUARY 31, 2024

Portfolio Structure: Unlike MM portfolios, SM portfolios do not have to be market–neutral or based on pair trades; many SM funds also tend to run much more concentrated portfolios (e.g., 10 – 15 positions rather than 100+). Some of these funds have 100+ employees; Viking has 275+ with 45+ investment professionals.

Funds 59

Funds Management S&P Recruitment 59

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. As a result, Mexico—not China—is now America’s largest trading partner. to Mexico and Canada) makes better sense.

S&P 52

S&P Investment Portfolio Corporation 52

Mergers and Inquisitions

FEBRUARY 28, 2024

While everyone seems to know about equity research and trading stocks, fixed income research gets far less attention. see the fixed income trading article for the full list ). What if there’s a recession or a slowdown in global trade? Also, it can be quantitative or fundamental – or both! –

Equities 59

Equities Asset Management Debt Funds 59

FineMark

JANUARY 17, 2024

Meanwhile, reversals in the bond and currency markets drove losses in commodity trading advisors (CTAs) for the period, as CTAs had been both long the U.S. Due to the high degree of customization FineMark provides, these views won’t be uniformly expressed in every portfolio. Dollar and short bonds. We look forward to seeing you soon!

S&P 52

S&P Equities Valuation Investment 52