Throughout history, global economies have undergone several distinct transitions in the form of industrial revolutions marking massive transitions to new manufacturing processes. These revolutions haveread 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 two decades 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 Head of Equities, responsible for our firm’s equity allocation and Core Stock Portfolio.
As a Senior Portfolio Manager, Mark prides himself on methodical mindfulness in asset allocation. He views each client portfolio as a living, breathing thing 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, and emotional analytics. He specializes in working on concentrated holdings, balancing client sentiment with market timing to help them diversify. 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 enjoys theatre, ballet, and contemporary fine art. He has even dabbled in painting and drawing himself, and has been involved with fundraising for his daughter’s preschool. In everything he does, he is all in, and that’s an advantage for our clients.