LVS Advisory’s Q2 2024 Investor Letter

LVS Advisory, a New York City-based full-service investment firm, recently released its second-quarter 2024 investor letter.  The LVS Event-Driven portfolio was flat in the first half of 2024, while the LVS Growth Portfolio appreciated 18.2%, net of all fees and expenses. The Event-Driven Portfolio made some progress in Q2, following a challenging Q1. The Growth Portfolio is generating good performance without holding Nvidia or any semiconductor company. For more information on the fund’s...