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% |
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For further details see:
LVS Advisory Q4 2023 Letter