LVS Advisory’s Q4 2023 Investor Letter

LVS Advisory, a New York City-based full-service investment firm, recently released its fourth-quarter 2023 investor letter. The LVS Event-Driven portfolio of the fund gained 6.2% (net of all fees and expenses) in 2023 compared to a 12.5% gain for its benchmark High-Yield Bond Index. On the other hand, its Growth Portfolio returned 7.0% during the same period compared to a 26.3% 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.

A copy of LVS Advisory’s Q4 2023 investor letter can be downloaded here.