• 2022 Q1

    The new year started as we expected: inflation continuing to rise, the Federal Reserve getting increasingly hawkish, interest rates rising, and with a rotation out …
  • 2021 Q4

    2021 began with a hopeful optimism of a soon-to-be vaccinated world, and our being able to put the COVID-19 pandemic in the rearview mirror. As …
  • 2021 Q3

    Cases of whiplash must have spiked lately. After all, in a few short months, market commentators have abruptly transitioned from: “inflation is transitory” to “inflation …
  • FAQ with Prospector Partners

    In this short question and answer session, our portfolio managers take on the questions that prospective clients ask us most often during the due diligence …
  • 2021 Q2

    Transitory. Anyone following the markets during the second quarter heard the word bandied about ad nauseam, and the question of whether inflation would serve to …
  • Value Investing: Is Your Portfolio Ready for the Rotation?

    Have you been observing the rotation to value stocks and wondering if it’s sustainable? If so, you’re invited to watch this call replay where our …