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...
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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?
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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...
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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...
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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...
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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...
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"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...
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