Insights from Prospector Partners, Sub Advisor to the LS Opportunity Fund. Insurance is a distinctive product. The buyer (consumer or business) is paying premiums today to collect...
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Insights from Prospector Partners, Sub Advisor to the LS Opportunity Fund. We have a long history of investing in restaurants. And, while we are always discerning in our approach,...
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...
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...
