• Q4 2023

    We entered 2023 in the midst of very restrictive monetary policy, a deeply inverted yield curve, significantly higher interest rates and the continued drying up …
  • 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 …
  • Q3 2023

    In the third quarter, the market seemed to grapple with a “higher for longer” interest rate environment. The benchmark 10-year Treasury rose significantly during the …
  • Contrarian Strategies for a Hype-Driven Market 

    During a conversation with portfolio managers Kevin O’Brien, CFA, Steve Labbe, CFA, and Jay Kish, CFA, CPA, these three experts shared their observations on several …
  • Q2 2023

    Much of the second quarter was dominated by all things artificial intelligence (AI), after a newversion of OpenAI’s chatbot, ChatGPT, was released in March. The …
  • Q1 2023

    The first quarter of 2023 was akin to a play with three distinct acts. However, unlike a traditional play in which the first act introduces a …