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. For 2023, we were cautious, citing a low single-digit return expectation for the U.S. benchmark equity index, the S&P 500. This year was no different. Special times like these are to be treasured.

S&P 52

S&P Investment Portfolio Corporation 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

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 Bank Banking Investment 52

FineMark

JANUARY 17, 2024

On November 28, 2023, just five weeks shy of his hundredth birthday, the world said goodbye to famed investor Charlie Munger. 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%. in the rising rate period and 11.8%

S&P 52

S&P Equities Valuation Investment 52