Mark Schlarbaum • Chinese Investment ProfessionalMark Schlarbaum attended Purdue University campus in West Lafayette, Indiana and learned the tricks of the trade necessary to be a success in the world of equity trading and the investment management industry. After four years of studying and hard work, Mark Schlarbaum earned his Bachelor of Arts degree in Psychology with a minor in Economics.
At Palliser Bay and Global Capital management Mark Schlarbaum was head of equity trading as well as managing the small cap portfolios from 2006-2014 At Schlarbaum Capital Management LLC, between the years 2002-2005, Mark Schlarbaum took part in the management and trading of a $50 million equity long/short portfolio. Mark Schlarbaum also took on a variety of other tasks, including designing, executing, and managing all of the funds equity and option positions trading. Mr. Schlarbaum also took care of the technical and fundamental analysis of the firm’s total holdings. Before he got the ball rolling on Schlarbaum Capital Management, Mark Schlarbaum served as a Vice President and Senior Equity Trader at T. Rowe Price & Associates. Mr. Schlarbaum’s duties at T. Rowe Price & Associates included executing trades and option strategies for the company’s various funds, which totaled $200 billion. Through hard work and dedication, Mr. Mark Schlarbaum put himself on the map in the institutional trading industry.
Mark Schlarbaum is a provider of China-focused Exchange Traded Funds. He is in charge of managing Grow Assets & Building Brand awareness, as well as handling legal amenities. Mark specializes in creating investment strategies. Considered one of the world’s most respected experts, Mark offers trading cost and desk design consulting services, and training. Before moving to his present position, Mark worked as Principal of Business Development for Trident Drisctribution Partners. He received his Bachelors in Psychology and Economics from Purdue in 1992. Mark is affiliated with the California Hedge Fund Association and Donates to House of Ruth in Baltimore. During his free time Mark enjoys competitive tennis, traveling and fitness. Mark is excited to share his experiences in investment strategies and hopes to meet other like-minded individuals.
Mark Schlarbaum is a former institutional equity trader at T Rowe Price, and hedge fund portfolio manager for Palliser Bay Investment Management in Business Development.
Guiding Principles:1. Active investment advice will provide superior returns to passively managed static portfolios.
2. Sound Strategic and Tactical Asset Allocation decisions are the key driver of investment portfolio performance.
3. Diversification is a key component in preserving wealth.
4. Capital protection and preservation is paramount for most investors. Contact Us