April 27, 2023 With the multiple levels of support thrown at global economies and capital markets post 2019, many have forgotten what an economic cycleread more
Mark Strahs always has his mind on the market. As the son of an early stage institutional equity trader who happily spent his childhood vacations on trading desks, investment is in his veins. Mark brings over 27 years of financial markets experience together with a background in top-down, macro-economic analysis and a focus on stock fundamentals to his work as Sand Hill’s Co-Chief Investment Officer and Head of Equities, which includes responsibility for the firm’s Core Stock Portfolio.
As the Co-CIO, Mark has a sharp focus on methodical mindfulness in asset allocation. He views each client portfolio as a living, breathing entity that requires constant attention. Mark enjoys working as part of a team with an incredibly broad knowledge base and wide-ranging specialties to customize and continually reassess client portfolios. He loves delving into research and uses multi-factor tools to shape his views and decisions about companies or funds, including money flow, behavioral analytics and technical analysis. He specializes in working on concentrated holdings, balancing client sentiment with market timing to help with portfolio diversification. Mark has experience working with both domestic and international clients and brings this global view and dedication to his work at Sand Hill every day.
When the markets close, Mark loves spending time with his family and taking his daughter for walks in Muir Woods or anywhere in the great outdoors. In addition to his love for investing, Mark inherited a love of art from his father and he also enjoys live music performances. In everything he does, he is all in, and that’s an advantage for our clients.