Market Insights

What Does it Mean to Look at Value Investing from a Credit Perspective?

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...

Meet the Team | Kevin O’Brien, CFA

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 securities...

Is It Important to Meet with Management Teams Before Investing?

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 management...

Balance Sheet Detectives - How We Analyze Bank Stocks

At Prospector, given our expertise in financial services companies, we believe we possess an edge in analyzing banks. Our long-term performance bears this out, especially in periods of distress like the Global Financial Crisis. So, what do we look for when analyzing bank stocks?

Balance Sheet Detectives - How We Analyze Insurance Companies

For balance sheet-oriented investors with expertise in the insurance industry, opportunities for alpha creation abound.

At Prospector, our three portfolio managers (as well as one analyst) each have over 20 years’ experience analyzing and working at insurance companies. This experience includes...

Why Balance Sheets Over Income Statements

“The balance sheet is more difficult for management to manipulate and may offer the best opportunity to uncover financial improvement or decay.”

At Prospector, one of our main priorities when we are looking at a company is to assess our downside risk. We believe the best way to do this is by...

Meet the Team | John Gillespie

Here at Prospector, value investing is what we do. We also believe that the best partnerships are built upon strong relationships between people. Our “Meet the Team” blog series is designed to let you get to know us better.

Recently, we sat down with one of our team members, John Gillespie, and...

Why Focus on Downside Risk?

Successful investing doesn’t have to mimic rocket science. Warren Buffet breaks it down well in his first two rules of investing:

Rule #1 – Don’t lose money; Rule #2- Don’t forget Rule #1!

We adhere to this principle, and our entire investment process revolves around the idea of limiting downside...

Welcome to the Prospector Partners Blog

"Now is always the most difficult time to invest."

Lofty equity valuations, tight credit spreads, geopolitical risk and rising interest rates… investors these days have a lot to worry about. That’s why we believe a value approach with a sharp focus on maximizing risk adjusted returns makes as much...