Insights from Long Short Advisors
Investors can easily follow their portfolios' returns by studying monthly or quarterly performance. Assessing and managing risk in a portfolio can be a bigger challenge but is...
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...
