Author Marc Rubinstein

Marc Rubinstein is an investment professional with 25+ years experience of researching and investing in financial services companies. Retired partner of Lansdowne Partners, one of Europe’s largest hedge fund firms, from where advised on management of award-winning US$4bn global long/short financials equity fund. Previously led European banking sector equity research group as Managing Director at Credit Suisse. Active value investor and early-stage fintech investor. Author of Net Interest, a weekly newsletter on financial sector themes:

Great Quarter, Guys (Or, How A Few Analysts Don’t Suck Up to Management)

This article originally appeared in Net Interest, Marc Rubinstein’s weekly newsletter on financial sector themes.  Rubinstein was a partner at hedge fund Lansdowne Partners for a decade, having previously been ...