Value Investing: Is Your Portfolio Ready for the Rotation?

In this video conference call, Prospector Portfolio Managers John Gillespie, Kevin O’Brien (CFA), Jason Kish (CPA, CFA) and Steve Labbe (CFA) and Stacy Havener, Founder & CEO of Havener Capital Partners, discuss 2021’s rotation toward value stocks, their outlook for inflation and other topics including:

  • How Prospector helps investors
  • Consequences of the new economic cycle
  • Signs of inflation from corporate management teams
  • Updates on the insurance and banking industries
  • Examples of the team’s real-life due diligence of products and services

To access the call replay, please fill out the form on this page.
 
Speakers:

2020-10 Prospector November Client Call Speaker Graphic