NFLX - LVS Advisory Q4 2023 Letter
2024-02-11 02:15:00 ET
Summary
- LVS Advisory is a boutique investment firm focused on providing active investment management services for individuals, families, and institutions. LVS Advisory LLC is a Registered Investment Adviser based in New York City.
- 2023 was a mixed bag for the Growth Portfolio.
- Our overall return for the year was disappointing; however, I was able to make some important adjustments to our investment process that I believe will improve our long-term performance.
| Investment Results |
| Full Year 2019 |
| Full Year 2020 |
| Full Year 2021 |
| Full Year 2022 |
| Full Year 2023 |
| Since Inception 1 |
| LVS Event-Driven (net of fees) |
| 7.0% |
| 13.2% |
| 9.1% |
| 3.8% |
| 6.2% |
| 45.6% |
| Benchmark: High-Yield Bond Index |
| 13.4% |
| 5.0% |
| 4.0% |
| (11.4%) |
| 12.5% |
| 23.4% |
| LVS Growth (net of fees) |
| - |
| 61.8% |
| 16.1% |
| (35.8%) |
| 7.0% |
| 29.0% |
| Benchmark: S&P 500 Total Return Index |
| - |
| 18.4% |
| 28.7% |
| (18.1%) |
| 26.3% |
| 57.6% |