Mark Mandel - Alpswmc Research Fund Manager
Mark Mandel is Fund Manager at Alpswmc Research Value
Mark is the director of Global Industry Research, an investment group comprising senior equity analysts and the various functions that support bottomup research, stock picking, and investment across global capital markets. In this role, he focuses on ensuring that we attract, retain, and motivate worldclass securities analysts and investment talent provide them with the resources, support, and ongoing feedback needed to excel and undertake our work with a fiduciary mindset and a collaborative spirit in order to make informed investment decisions on behalf of our clients. Mark leads a management team responsible for more than 100 professionals who formally follow over 4, 500 stocks and directly manage over US100 billion of client assets. He also chairs the firms Compensation Committee and is a member of the Incentive Compensation Committee, Hedge Fund Review Group, and Research Equity Review Group . Mark was named to his current role in 2002 after eight years as a global in
| Phone | 866-759-5679 |
Alpswmc Research Management Performance (%)
Similar Money Managers
| Found 2 records | One Year Return | ||
| Mark Baribeau | Prudential Jennison Internation | N/A | |
| John Carlson | Fidelity New Markets | N/A | |
Alpswmc Research Value Leadership Team
Elected by the shareholders, the Alpswmc Research's board of directors comprises two types of representatives: Alpswmc Research inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Alpswmc. The board's role is to monitor Alpswmc Research's management team and ensure that shareholders' interests are well served. Alpswmc Research's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Alpswmc Research's outside directors are responsible for providing unbiased perspectives on the board's policies.
| Jonathan White, Fund Manager | ||
| Mark Mandel, Fund Manager |
Alpswmc Fund Performance Indicators
The ability to make a profit is the ultimate goal of any investor. But to identify the right mutual fund is not an easy task. Is Alpswmc Research a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.
| Price To Earning | 17.83 X | |||
| Price To Book | 1.65 X | |||
| Price To Sales | 1.61 X | |||
| Total Asset | 46.12 M | |||
| One Year Return | 0.56 % | |||
| Three Year Return | 2.44 % | |||
| Five Year Return | 3.89 % | |||
| Ten Year Return | 9.14 % | |||
| Net Asset | 46.12 M | |||
| Minimum Initial Investment | 2.5 K |
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Alpswmc Research in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Alpswmc Research's short interest history, or implied volatility extrapolated from Alpswmc Research options trading.
Pair Trading with Alpswmc Research
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Alpswmc Research position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Alpswmc Research will appreciate offsetting losses from the drop in the long position's value.The ability to find closely correlated positions to Microsoft could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Microsoft when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Microsoft - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Microsoft to buy it.
The correlation of Microsoft is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Microsoft moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Microsoft moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Microsoft can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in manufacturing. You can also try the Idea Optimizer module to use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio .
Other Consideration for investing in Alpswmc Mutual Fund
If you are still planning to invest in Alpswmc Research Value check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Alpswmc Research's history and understand the potential risks before investing.
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