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

OCTOBER 30, 2024

Treasury is more important in an industry like commercial banking ( FIG ) than in industrials or consumer/retail because banks constantly issue Debt and Equity and change their Dividend and Stock Repurchase policies to comply with regulatory capital requirements. The key questions that corporate finance teams answer also vary.

Corporate Finance 105

Corporate Finance Finance Finance Corporation 105

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., Expect 3-statement modeling or valuation tests, stock pitches , and combined exercises where you do both (e.g.,

Funds 59

Funds Management S&P Recruitment 59

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

“ We have long felt that the only value of stock forecasters is to make fortune-tellers look good.” 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

FineMark

APRIL 13, 2023

“The stock market is a device for transferring money from the impatient to the patient.” To best leverage AI, this investment theme will be implemented within our clients’ portfolios as appropriate. ” Warren Buffett, Chairman and CEO of Berkshire Hathaway Corporation Warren Buffett is one of the world’s foremost investors.

Bank 52

Bank Banking Investment Economics 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. 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.

Equities 59

Equities Debt Asset Management Recruitment 59