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,...
This year’s first quarter was punctuated by some sudden bank failures in March. California’s Silicon Valley Bank and New York’s Signature Bank collapsed after depositors rushed...
Perhaps distracted by clamor and pundits in the financial media, along with suffering from some pesky behavioral biases, too many investors fail to focus on the main goal of...
Current Market Environment “This time is different.” As 2022 began, that sentiment seemed pervasive. With the S&P 500 trading close to all-time highs, continuing to be led by...
SOME SEC RULES HAVE ADDED TO CONFUSION FOR LONG-SHORT FUNDS There is much to like about well-managed long-short equity funds. Fund managers can seek to generate alpha on both long...
