Mark Strahs

Mark Strahs

Co-Chief Investment Officer
Shareholder
650-854-9150 LinkedIn

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.

Latest Blog Posts by Mark Strahs

Apr 29, 2022
Goldilocks Heads Back into the Forest
Goldilocks Heads Back into the Forest

Absent some blips, the financial markets enjoyed a Goldilocks environment for well over a decade, defined as a well-balanced economy supported by moderate economic growth

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Nov 2, 2021
Navigating the Waves in Individual Stock Investing
Navigating the Waves in Individual Stock Investing

November 2, 2021 So far in 2021, the equity market has embraced more themes, memes, and extremes than have been seen in the public markets

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Apr 27, 2021
When FOMO Meets SLOMO: The Ups and Downs of Momentum Investing
When FOMO Meets SLOMO: The Ups and Downs of Momentum Investing

April 27, 2021 Once it became evident late last autumn that the tens of billions of dollars spent to discover COVID vaccines were bearing fruit,

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Mar 10, 2021
Why It’s Time to Manage Your Company Stock Before It Manages You
Why It’s Time to Manage Your Company Stock Before It Manages You

https://www.youtube.com/embed/gan-e6fLplI March 10, 2021 Below is a transcript of the video interview. Kristin Sun: Welcome, everyone, to another episode of the Sand Hill Interview series.

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Oct 14, 2020
The Fortuitously Aligned Misconception Error (FAME) Principle
The Fortuitously Aligned Misconception Error (FAME) Principle

October 14, 2020 As the capital markets have gone through turmoil in 2020 due to the global pandemic, significant portions of the equity universe have

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Apr 28, 2020
Tales from the Shift: How I Learned to Stop Worrying and Love the Economy
Tales from the Shift: How I Learned to Stop Worrying and Love the Economy

April 28, 2020 Early into 2020, we experienced two rare events which have dramatically increased volatility and disruption in global economies. Along with economic disruption

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Nov 5, 2019
Your Equity Exposure: Is Your Proxy a Sector Match or a Bad Imposter?
Your Equity Exposure: Is Your Proxy a Sector Match or a Bad Imposter?

The performance derived from individual stocks can be amongst the most rewarding portions of an investment portfolio. However, whereas a highly curated and diversified stock

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Jul 31, 2018
Investing in the Fourth Industrial Revolution Before It Invests in You
Investing in the Fourth Industrial Revolution Before It Invests in You

Throughout history, global economies have undergone several distinct transitions in the form of industrial revolutions marking massive transitions to new manufacturing processes. These revolutions have

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May 2, 2017
Why Hasn’t Goldilocks Run Back Into the Forest Yet?
Why Hasn’t Goldilocks Run Back Into the Forest Yet?

With another year in the history books and equity markets off to a strong start in 2017, we can’t help but reflect on the Federal

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