LVS Advisory, a New York City-based full-service investment firm, recently released its second-quarter 2026 investor letter. In the first half of 2026, the LVS Event-Driven Portfolio appreciated 4.6% (net), and the LVS Levered Event-Driven Portfolio gained 6.5% (net) while the LVS Growth Portfolio declined 4.2% (net). The first two portfolios outperformed, while the latter lagged. However, the firm believes that all three strategies are poised for improved performance. In addition, please check the Strategy’s top five holdings to know its best picks in 2026.
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