Fundamental long short hedge fund research: benefits of investing in companies with material management ownership
See more projectsIntensity
5hr/week
Est. Duration
4days
Location
Remote
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
9 years
Time On Graphite