FineMark

JANUARY 17, 2024

This Christmas, Santa’s Route Included a Stop on Wall Street At year end, the stock market rallied sharply and bond market performance was nothing short of breathtaking. 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%.

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

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

Mergers and Inquisitions

FEBRUARY 28, 2024

While everyone seems to know about equity research and trading stocks, fixed income research gets far less attention. And the credit rating agencies (S&P, Fitch, Moody’s, and Morningstar DBRS in distant 4 th place) specialize in fixed income research. a credit rating vs. an investment recommendation).

Equities 59

Equities Asset Management Debt Recruitment 59

FineMark

JULY 13, 2023

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. Some of this weightiness can be seen in the performance disparity to date between the S&P 500 and the Dow Jones Industrial Average.

S&P 52

S&P Banking Bank Investment 52

FineMark

OCTOBER 17, 2023

“ We have long felt that the only value of stock forecasters is to make fortune-tellers look good.” 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. With a current net worth of $115.7

S&P 52

S&P Investment Portfolio Corporation 52