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, 2024
When Macro Overwhelms the Micro
When Macro Overwhelms the Micro

When allocating to investments, understanding the dynamic relationship between macroeconomic and microeconomic factors is crucial. While microeconomic investing focuses on exposure to individual companies, macroeconomics

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Oct 30, 2023
Weight a Minute: Will GenAI Transform Your Figure?
Weight a Minute: Will GenAI Transform Your Figure?

In a period increasingly driven by technology and the pursuit of better health outcomes, innovation in weight loss drugs and Generative Artificial Intelligence (GenAI) have

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Apr 27, 2023
Welcome Back to an Economic Cycle
Welcome Back to an Economic Cycle

April 27, 2023 With the multiple levels of support thrown at global economies and capital markets post 2019, many have forgotten what an economic cycle

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Oct 25, 2022
Are We in the Midst of “The Great Reset”?
Are We in the Midst of “The Great Reset”?

October 25, 2022 It is not unusual for the Federal Reserve Board to tighten monetary policy when the economy is perceived to be over-heated, but

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

April 29, 2022 Absent some blips, the financial markets enjoyed a Goldilocks environment for well over a decade, defined as a well-balanced economy supported by

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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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Feb 26, 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 February 26, 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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