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LVS Advisory’s Q2 2024 Investor Letter

LVS Advisory, a New York City-based full-service investment firm, recently released its second-quarter 2024 investor letter.  The LVS Event-Driven portfolio was flat in the first half of 2024, while the LVS Growth Portfolio appreciated 18.2%, net of all fees and expenses. The Event-Driven Portfolio made some progress in Q2, following a challenging Q1. The Growth Portfolio is generating good performance without holding Nvidia or any semiconductor company. For more information on the fund’s top picks in 2024, please check its top five holdings.

A copy of LVS Advisory’s Q2 2024 investor...