Bright Prospector

08/30/2013

John Gillespie and Kevin O’Brien of Prospector Partners explain why one investment “backwater” regularly commands their interest, which idea source has gotten more fertile rather than less, the “ride the winners” aspect of their strategy, and why they believe Infinity Property and Casualty, Aspen Insurance, Symantec and OceanFirst Financial are mispriced.

If you are a subscriber, log in to access the issue and bonus archive: