Insights from Prospector Partners, Sub Advisor to the LS Opportunity Fund. Between early 2022 and mid-2023, as the Federal Reserve aggressively raised interest rates in an effort...
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Insights from Prospector Partners, Sub Advisor to the LS Opportunity Fund. A question we’re often asked is how, given our consistent focus on the financial sector, we've...
Insights from Prospector Partners, Sub Advisor to the LS Opportunity Fund.
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...
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...
Flip on financial TV, and you might come across a segment about the so-called death of value investing. After years of outperformance from high-flying and sexy growth stocks, many...
One major impact from Russia’s invasion of Ukraine has been to pour fuel on the fire of rising commodities. And, as we are often reminded during crises, it’s difficult to see...
It’s only a month, but value stocks have significantly outperformed growth out of the gate in 2022. While we won’t try to make a call on whether this is a long-term rotation, we...
