Why We Are Benchmark Agnostic

Why We Are Benchmark Agnostic

At Prospector Partners, our investment team focuses on a clear objective: maximizing risk adjusted performance while always considering the potential downside first. We are also cognizant of the fact that different clients have differing needs, and objectives, and thus will choose to compare...

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Q2 Earnings Spotlight: What Are Banks Saying About the Economic Rebound?

Q2 Earnings Spotlight: What Are Banks Saying About the Economic Rebound?

The second quarter earnings season has offered an early glimpse into what a recovering economy could mean for the financial sector, and more specifically, banks.

That news is of particular interest to Prospector, as we maintain a high allocation to financials, and the sector has been a natural...

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Unfamiliar Territory: Real Yields in Perspective

Unfamiliar Territory: Real Yields in Perspective

Real yields are in unfamiliar territory, and the chart below provides context for just how unusual the current environment is. It also shows that historically, such periods haven’t lasted long.

The line reflects the 10-year Treasury yield minus CPI, or real yield. Currently, real yields are not...

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Growth and Value Investing: Mutually Exclusive or Mutually Beneficial?

Growth and Value Investing: Mutually Exclusive or Mutually Beneficial?

Prospector Portfolio Managers John Gillespie, Kevin O’Brien (CFA), Jason Kish (CPA, CFA) and Steve Labbe (CFA) recently conducted a video conference call with Stacy Havener, Founder & CEO of Havener Capital Partners, as part of the Havener Capital Partners Boutique Week event. They discussed...

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Is the Rotation to Value a Head Fake or the Real Thing?

Is the Rotation to Value a Head Fake or the Real Thing?

Prospector Portfolio Managers John Gillespie, Kevin O’Brien (CFA), Jason Kish (CPA, CFA) and Steve Labbe (CFA) recently conducted a video conference call with Stacy Havener, Founder & CEO of Havener Capital Partners, in which they discussed 2021’s rotation toward value stocks as well as aspects...

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Offering Clients a Unique Flavor of Value Investing

Offering Clients a Unique Flavor of Value Investing

Prospector Portfolio Managers John Gillespie, Kevin O’Brien (CFA), Jason Kish (CPA, CFA) and Steve Labbe (CFA) recently conducted a video conference call with Stacy Havener, Founder & CEO of Havener Capital Partners, in which they discussed the sustainability of 2021’s rotation toward value...

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Value’s Momentum: $15 Billion Quant ETF Goes from 2% to 32% in Financials

Value’s Momentum: $15 Billion Quant ETF Goes from 2% to 32% in Financials

Some of the most common questions we hear from advisors today are “Can the outperformance of value stocks continue?” and “How long might the outperformance last for?”

While we have authored multiple blog posts over the past few months discussing the impact of the economic recovery and higher...

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Lessons Learned from Our Heroes

Lessons Learned from Our Heroes

Out of all the mentors who have passed lessons down upon the Prospector team members, the teachings from John (Jack) Byrne may have left the largest impression.

Prospector founder and Portfolio Manager John Gillespie notes the following observations regarding the lasting impact Jack had on the...

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Is the Bank Rally Over?

Is the Bank Rally Over?

Last year was a rollercoaster for bank stocks. We were fortunate to be underweight the sector relative to our history heading into the pandemic. By March 2020, the regional bank index declined over 50% from the start of the year as the pandemic instilled fears of a major recession and credit...

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The views described herein do not constitute investment advice, are not a guarantee of future performance, and are not intended as an offer or solicitation with respect to the purchase or sale of any security. Investing involves risk, including loss of principal. Investors should consider the investment objective, risks, charges and expenses of a Fund carefully before investing. Please review the offering memorandum or prospectus of a Fund for a complete discussion of the Fund’s risks which include, but are not limited to: possible loss of principal amount invested; stock market risk; value risk; interest rate risk; income risk; credit risk; foreign securities risk; currency risk and derivatives risk.

Nothing contained herein constitutes investment, legal, tax, or other advice nor should be relied upon in making an investment or other decision. Any projections, outlooks or estimates contained herein are forward looking statements based upon specific assumptions and should not be construed as indicative of any actual events that have occurred or may occur. 

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