As can be seen in the chart below, value investing has underperformed growth investing significantly over the past thirteen years. This has resulted in broad market benchmarks such as the S&P 500 and the Russell 1000 tilting further and further towards growth investing as a consequence of their...
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Current Market Environment
While the first quarter of 2019 ended with a sense of optimism that trade negotiations were going well with China, the second quarter was a roller coaster of renewed tensions with Beijing, plus new...
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At the front end of our investment process, we screen financial databases with specific criteria to help us identify interesting ideas upon which we can do more work. Free cash flow...
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Portfolio Managers John Gillespie, Kevin O’Brien and Jason Kish recently sat down and answered 11 questions regarding the team’s unique value-investing philosophy as well as lessons learned from past experiences. Here’s an important one regarding mentorship:
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We believe the best partnerships are built upon strong relationships between people. In order for you to get to know us better, we’ve created a “Meet the Team” blog series.
Meet Jason Kish, Portfolio Manager and Analyst at Prospector Partners. Mr. Kish has been with the firm since 1997,...
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We are officially halfway through 2019. As we wind down a little and enjoy the long hot lazy days of summer, maybe even take a few days off, it’s not a bad time to reflect on the year so far.
In 2019, we launched this new blogging site. Our market insights have been well received and we...
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We frequently receive questions around how we think about risk, and how we attempt to control it. We view investment risk as the risk of a permanent loss. We view volatility as a symptom of risk, but not an actual risk.
Risk management is embedded directly into the Prospector’s investment...
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Portfolio Managers John Gillespie, Kevin O’Brien and Jason Kish recently sat down and answered a series of questions regarding the team’s unique value-investing philosophy as well as lessons learned from past experiences.
Q. Prospector is known for value investing, but with a differentiated...
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We believe the best partnerships are built upon strong relationships between people. In order for you to get to know us better, we’ve created a “Meet the Team” blog seriesMeet Kevin O’Brien, Portfolio Manager and Analyst at Prospector Partners. Mr. O'Brien has been a portfolio manager or...
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Portfolio Managers John Gillespie, Kevin O’Brien and Jason Kish recently sat down and answered 11 questions regarding the team’s unique value-investing philosophy as well as lessons learned from past experiences. One of the questions we asked was, “What are some benefits of meeting with...
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