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 of...

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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 stocks...

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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 losses...

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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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