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Continue CancelEver wondered what fuels a successful investor’s journey? Step behind the scenes with our founder, John Gillespie, as he shares the pivotal moments and key insights that shaped his approach to value investing—from early mentorship under legends like Jack Byrne and Warren Buffett to building a boutique asset management firm focused on long-term value.
In this interview, originally recorded in 2020, John sits down with Havener Capital Partners founder Stacy Havener for a conversation that goes beyond balance sheets and business models.
Many equity investors rely on their portfolio’s winners to offset the losers. John Gillespie has a different philosophy. He believes it’s important to spend as much time analyzing what can go wrong as what can go right. Avoiding large losses is woven into Prospector’s DNA, driven by a deep understanding that preserving capital is essential for compounding wealth over the long term.
In the second interview in this series, originally recorded in 2020, John talks with Havener Capital Partners founder Stacy Havener on topics you won’t find in SEC filings or fact sheets.
*John Gillespie stepped back from day-to-day asset management at Prospector Partners in 01/07/2022 and currently serves as the firm’s Managing Partner. The current portfolio management team, including their bios, can be found here.