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...
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...
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...
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...
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,...
