Mark is responsible for providing fundamental equity research to Wilmington Trust’s portfolio managers. He serves as a generalist with a broad range of sector and industry experience, with particular expertise in the Technology, Energy, Materials, and REIT sectors. Mark is a member of the portfolio management team for the Dividend Growth Strategy and the Enhanced Dividend Income Strategy (EDIS).
Mark has more than a decade of experience in institutional fundamental equity research and portfolio management. Prior to joining Wilmington Trust in 2013, he served as a Senior Equity Analyst with Inverness
Counsel, where he focused on identifying undervalued companies utilizing a GARP investment approach.
Mark holds a master’s degree from the University of Michigan Ross School of Business and a bachelor’s degree in International Business from Lehigh University. He is a member of the CFA® Society of Philadelphia.
January 29, 2021—Over the course of the past week, equity market volatility has spiked based on several concerns, including:Budding asset bubbles in select pockets of the market, particularly lower-quality stocks subject to elevated short interestDelayed or diminished government stimulusPossib…
March 13, 2020—Tony is joined by Christopher Pope, a senior fellow at the Manhattan Institute, whose research focuses on health care payment policy, hospital-market regulation, and insurance-market reform. Together, they compare the health care proposals and campaign promises from the two leading Democratic Party contenders with what is likely under President Trump if he prevails in November.
January 3, 2020 – With global growth showing signs of bottoming and trade tensions seemingly receding, we believe that the time is ripe to favor more cyclical sectors, poised to benefit from an upswing in economic activity. The energy sector falls under the cyclical umbrella, and with low valuations and a healthy 3.9% dividend yield versus the S&P 500’s 1.
September 17, 2019—This past weekend, we witnessed unprecedented developments in the oil market and are sharing our thoughts on the key questions that investors should be asking.
What is happening in the Gulf?
The Abqiaq oil-processing plant in eastern Saudi Arabia was hit by a series of drone strikes this past Saturday, disrupting 5.7 million barrels of crude oil production per day for the Kingdom.
July 26, 2016—As a follow-up to Friday’s blog post, Oil and the Dollar and the Chicken and the Egg, we wanted to provide an update regarding the underlying supply/demand fundamentals within the oil market that shape our bullish view on the prospects for the commodity.Despite the recent decline in oil prices, we think the groundwork has been laid for a multi-year recovery.
