Insights from Prospector Partners, Sub Advisor to the LS Opportunity Fund.
A year ago, many market strategists and other pundits were predicting the arrival of a recession in 2023, tumbling rates of inflation by the second half of this year, and multiple...
Current Market Environment In the third quarter, the market seemed to grapple with a "higher for longer" interest rate environment. The benchmark 10-year Treasury rose...
As we approach autumn, is the outlook for the economy and financial markets brightening or darkening? On the positive side, US economic growth this year has been more robust than...
We can all agree that periodically rebalancing asset classes is an important discipline in managing diversified, long-term portfolios. Typically, this conjures up a need to make...
Current Market Environment “Don’t get caught up with what other people are doing. Being a contrarian isn’t the key but being a crowd follower isn’t either. You need to detach...
Insights from Prospector Partners, Sub Advisor to the LS Opportunity Fund. At Prospector, when we evaluate a company our first objective is to assess its downside risk. We do this...
Insights from Prospector Partners, Sub Advisor to the LS Opportunity Fund. At Prospector we evaluate all of our investments from the perspective of downside risk mitigation above...
Last year, punctuated by high inflation and rapidly rising interest rates, was a period that most stock and bond investors would prefer to forget. It may, however, have marked the...
Current Market Environment The first quarter of 2023 was akin to a play with three distinct acts. However, unlike a traditional play in which the first act introduces a problem,...
