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

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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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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