Current Market Environment The third quarter was marked by strong equity markets and declining interest rates as a consensus coalesced around the beginning of a Federal Reserve...
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,...
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...
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...
