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...
Current Market Environment While too early to declare victory, the historically elusive "soft landing" is becoming the base case for investors. The U.S. economy continues to grow,...
The Compounding Advantage It’s noteworthy how many luminaries have invoked the mathematical concept of compounding through time. Investment legend Warren Buffett discovered the...
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,...
An All-Weather Equity Strategy The stock market has been on a tear recently, which makes this an opportune time to curb your enthusiasm, take a step back and consider whether your...
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...
A Golden Age for Investment in Alternatives It’s only April, yet many of the prognostications for 2024 by market strategists are already looking rather foolish. The economy is...
Current Market Environment The first quarter of 2024 was marked by a continued pushing out of expectations for when, and by how much, the Federal Reserve would cut rates, as...
Is it Time for Value Stocks to Take the Stage? Without question, the predominant market story of 2023 was the blistering rise of mega-cap technology stocks. The so-called...
