Browse the world's most comprehensive database of hedge fund investor letters, sorted by recent quarter. Access primary source research from leading institutional managers.
Browse the world's most comprehensive archive of hedge fund manager letters. Access primary source research from leading institutional managers, sorted by reporting period.
LVS Advisory reports solid first-half 2023 performance, with the Defensive Portfolio up 2.5% and the Growth Portfolio rising 10.7%. The manager is increasing growth portfolio concentration while maintaining strict 10% cost-basis limits per stock. Key Q2 adjustments include exiting Mastercard and Adobe over valuation/capital concerns, while adding to Gogo and Interactive Brokers on positive fundamental outlooks.
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LVS Advisory reports solid first-half 2023 performance, with the Defensive Portfolio up 2.5% and the Growth Portfolio rising 10.7%. The manager is increasing growth portfolio concentration while maintaining strict 10% cost-basis limits per stock. Key Q2 adjustments include exiting Mastercard and Adobe over valuation/capital concerns, while adding to Gogo and Interactive Brokers on positive fundamental outlooks.
