2018 Tax Review

View Sand Hill's current assessment of the sweeping U.S. tax code overhaul signed into law in late 2017.

Mark Strahs

Mark Strahs

Head of Equities
Senior Portfolio Manager
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 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.

Latest Blog Posts by Mark Strahs

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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Nov 25, 2016
Tales from the Shift: “Have Share Buybacks Peaked…?”
Tales from the Shift: “Have Share Buybacks Peaked…?”

When companies have excess cash on their balance sheet, they have a few buckets they can allocate towards. However as it relates to sharing that

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