LVS Advisory’s Q3 2023 Investor Letter

LVS Advisory, a New York City-based full-service investment firm, recently released its third-quarter 2023 investor letter. A copy of the same can be downloaded here. The defensive portfolio of the fund gained 4.4% (net of all fees and expenses) for the nine months ended 2023 compared to a 5.0% gain for its benchmark High-Yield Bond Index. On the other hand, its Growth Portfolio returned (2.4%) year to date compared to a 13.1% return for its benchmark, S&P 500 Total Return Index. For more information on the fund’s top picks in 2023, please check its top five holdings.