Tell-tale Signs Management Interests Are Aligned with Shareholders

Tell-tale Signs Management Interests Are Aligned with Shareholders

It’s hard to have conviction in a company’s direction without thorough knowledge of the people steering the ship. As such, we place a high priority on getting to know management teams before we invest with companies.

While much of what we learn from key executives comes from the hundreds of calls...

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Are Interest Rates Artificially Low? Insight on Fed Asset Purchases

Are Interest Rates Artificially Low? Insight on Fed Asset Purchases

Despite a rapid economic recovery, interest rates have stayed persistently low, and a market consensus has emerged that they will stay that way. But investors may be overlooking the outsized impact Fed asset purchases have had on rates, and what that could mean for the future.

As the chart below...

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Inflation Guideposts: What to Watch in the Months Ahead

Inflation Guideposts: What to Watch in the Months Ahead

Transitory. Anyone following the markets recently has heard the word bandied about ad nauseam, and the question of whether inflation would serve to be temporary (transitory) or more permanent has often driven the daily movements of the market.

As the debate over “transitory or not” has heated up,...

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Stock Research: The Extra Mile

Stock Research: The Extra Mile

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 shared their views on markets, inflation, and their approach to...

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What’s Next for the Financial Sector?

What’s Next for the Financial Sector?

On May 25, 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 shared their views on markets, inflation and value...

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The Non-Consensus View: What if the Fed is Wrong?

The Non-Consensus View: What if the Fed is Wrong?

On May 25, 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 shared their views on markets, inflation and value...

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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 area...

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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 2021’s...

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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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