Michael Hartnett

Chief Investment Officer — US Equity Strategies
CFA charterholder 26 yrs experience Institutional focus NYC · London

Delivering concentrated, high-conviction portfolios. Previously Head of US Equities at BlackRock (2012–2020). Now managing global family office & institutional assets.

Core strategies & insights
Equity strategy

US large cap
concentrated

15–25 high-conviction positions. Fundamental bottom‑up research with macro overlay. Focus on quality compounders and asymmetric risk/reward.

YTD (net) +14.8%
Since inception (2020) +87%
Active share: 92% · Top holdings: MSFT, BRK, UNH, AAPL, LNG
Professional background

Michael Hartnett

CIO with 26 years on the street — began at Goldman Sachs Asset Management, later Partner at Perry Capital. Since 2020 leading independent investment counsel.

  • MBA Chicago Booth · BSc LSE
  • Institutional Investor All‑Star (2015, 2018)
  • Frequent guest on CNBC / Bloomberg
I invest alongside my clients. Alignment is everything.
Market pulse

US equity outlook

Soft landing + AI productivity broadening into industrials, financials. Cautious on consumer discretionary.

S&P 500 5,412 ▲ +0.8%
NASDAQ 100 19,024 ▲ +1.2%
VIX 14.1 ▼ -0.7
2025 EPS estimate: +11% · Overweight tech & financials

US equity market — detailed view

10 March 2025
current
S&P 500 (price)
50‑DMA

Key indicators

S&P 500 forward P/E21.3x
10Y Treasury yield4.12%
US earnings growth (’25)+10.8%
NYSE adv/decl1.45
AAII bull - bear+9.2
Hartnett's view: "We remain constructive but are adding hedges via OTM puts on consumer cyclicals."
Long-term compounders Asymmetric risk profile Direct access

Michael Hartnett, CFA — Registered Investment Adviser. This presentation is for institutional and professional investor use only. Past performance is not indicative of future results. All data simulated as of March 2025.

📸 Headshot: Michael-Hartnett-headshot.jpg · Charts for illustrative purposes.