Mergers and Inquisitions

DECEMBER 6, 2023

Beta-Neutral Portfolios: For example, if the S&P 500 goes up or down by 5%, your team’s portfolio should move by ~0%. For example, between 1990 and 2022, Citadel’s Wellington fund delivered 19% annualized returns , which some have said is “ almost impossible.”

Funds 104

Funds Management Recruitment Portfolio 104

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

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

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%. Eventually, the Consumer Price Index retracted, dropping from its peak of 9% in summer 2022 to its current rate of about 3%. in the rising rate period and 11.8%

S&P 52

S&P Equities Valuation Investment 52