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TrumpPolicy PreElection Long '24: I-Banking
8 tickers · $53.42B total market cap
Group: TrumpPolicy PreElection Long
A potential Trump presidency signals a return to financial deregulation, capital gains tax certainty, and pro-business sentiment—fueling M&A, IPOs, and restructuring. Independent advisory firms like EVR, PIPR, and JEF benefit from both rising deal volumes and client preference for discretion during volatile or politically sensitive transactions. Rate normalization, PE dry powder deployment, and a pivot from regulatory overhangs under Biden combine to create an environment conducive to high-margin investment banking advisory work.
TrumpPolicy PreElection Long '24: I-Banking tracks 8 publicly listed stocks in this theme: EVR, HLI, JEF, LAZ, MC, PIPR, PJT, PWP. See the constituent table for details.
Thesis update: 2025-04-18
Constituents
Build 20260520T081747
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
Evercore Inc.EVR | 04/29/2026 (BMO) | 04/29/2026 (BMO) | 3.66% | -5.64% | -3.03% | 0.61% | $12.80B | 18.0000 |
Jefferies Financial Group Inc.JEF | 03/25/2026 (AMC) | — | 0.53% | — | 26.76% | — | $10.44B | 9.0000 |
Houlihan Lokey, Inc.HLI | 05/06/2026 | 05/06/2026 | -6.76% | 2.22% | -12.21% | -4.36% | $10.20B | 13.0000 |
Piper Sandler CompaniesPIPR | 05/01/2026 (BMO) | 05/01/2026 (BMO) | 9.88% | -8.92% | 3.48% | -2.27% | $5.51B | 9.0000 |
Moelis & CompanyMC | 04/29/2026 | 04/29/2026 | 3.33% | -6.56% | -7.55% | -4.41% | $4.63B | 16.0000 |
Lazard LtdLAZ | 05/01/2026 | 05/01/2026 | -0.13% | -6.95% | -15.24% | 0.60% | $4.47B | 10.0000 |
PJT Partners Inc.PJT | 04/28/2026 (BMO) | 04/28/2026 (BMO) | -1.34% | -2.41% | -3.16% | 1.15% | $3.72B | 14.0000 |
Perella Weinberg PartnersPWP | 05/01/2026 (BMO) | 05/01/2026 (BMO) | 0.00% | -9.37% | -11.10% | -15.43% | $1.64B | 11.0000 |
| Average | 1.15% | -5.38% | -2.76% | -3.44% | $6.68B | 12.5000 | ||
| Median | 0.26% | -6.56% | -5.36% | -2.27% | $5.07B | 12.0000 | ||
| Std Dev | 4.46% | 3.76% | 12.49% | 5.35% | $3.68B | 3.1225 | ||
| Min | -6.76% | -9.37% | -15.24% | -15.43% | $1.64B | 9.0000 | ||
| Max | 9.88% | 2.22% | 26.76% | 1.15% | $12.80B | 18.0000 | ||
| % Positive Tickers | 50.00% | 14.29% | 25.00% | 42.86% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.