LVS Advisory’s Investment Thesis for Curtiss-Wright (CW)

LVS Advisory, a New York City-based full-service investment firm, recently released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the first half of 2025, the LVS Event-Driven portfolio returned 3.6% (net of fees), and the LVS Growth Portfolio delivered 15.8% net of all fees and expenses. This compares to a 4.8% return for the high-yield bond index and a 6.2% gain for the S&P 500 index. For more information on the fund’s top picks in 2025, please check its top five holdings.

In its second-quarter 2025 investor letter, LVS Advisory highlighted...