Fundamental long short hedge fund research: benefits of investing in companies with material management ownership
See more projectsIntensity
5hr/week
Est. Duration
4days
Work Remotely
Work from your own location. No travel is required to apply to this project.
Schedule Expectations
Expert can manage their own schedule
Communication Expectations
(None Provided)
Project Overview
1 to 8 years professional experience
Corporate Strategy & Development - Strategy Development
I am starting a long-biased fund focused on fundamental investing across developed market equities. I am looking for someone who can help me with the following tasks:
- find, if possible, any research on what the average tax rate has been for individual investors in hedge funds...i.e. what % has been long term vs. short term
- find out what the best tiers (top 5th, top quarter?) of long short hedge funds over the past 10+ years...some sort of index
- see if there is any correlation between monopolies, defined as owning 20%+ of a market, and stock price performance...maybe a graph of companies in the S&P with 20%+ a market share vs. S&P over 5, 10, 20 and 40 years?
- See if there are any interesting statistics surrounding concentrated investing vs. diversified investing...i am looking to only have 10-20 stocks...looking for data that really makes investors say "wow"
- replication of a specific chart in excel that I can put in presentation
- find, if possible, any research on what the average tax rate has been for individual investors in hedge funds...i.e. what % has been long term vs. short term
- find out what the best tiers (top 5th, top quarter?) of long short hedge funds over the past 10+ years...some sort of index
- see if there is any correlation between monopolies, defined as owning 20%+ of a market, and stock price performance...maybe a graph of companies in the S&P with 20%+ a market share vs. S&P over 5, 10, 20 and 40 years?
- See if there are any interesting statistics surrounding concentrated investing vs. diversified investing...i am looking to only have 10-20 stocks...looking for data that really makes investors say "wow"
- replication of a specific chart in excel that I can put in presentation
Additional Notes
Someone who can use excel with speed and can potentially add value to my presentation. Would be great if professional appreciates value / Buffet style investing Preferred Skills and Certifications
Functional
Strategy Development
About The Client
10 years
Time On Graphite