LVS Advisory’s Q4 2025 Investor Letter

LVS Advisory, a New York City-based full-service investment firm, recently released its fourth-quarter 2025 investor letter. LVS Event-Driven Portfolio appreciated 9.1% (net) in 2025, while the LVS Growth Portfolio gained 6.2% (net). This compares to 8.8% for the High-Yield Bond Index and 17.9% for the S&P 500 Index, the benchmark. The LVS Event-Driven Portfolio was established in 2019 to provide a stable, uncorrelated portfolio with consistent annual net returns, and its 7-year track record validates the goal. In contrast, the Growth Portfolio lost 8.2% in Q4, after beating the S&P 500 Index for the initial three quarters. For more information on the Portfolio’s top picks in 2025, please check its top five holdings.

A copy of LVS Advisory’s Q4 2025 investor letter can be downloaded here.