LVS Advisory, a New York City-based full-service investment firm, recently released its first-quarter 2024 investor letter. A copy of the letter can be downloaded here. The LVS Event-Driven portfolio declined (1.4%) (net of all fees and expenses) in the first quarter compared to a 1.6% gain for its benchmark High-Yield Bond Index. On the other hand, […]
LVS Advisory, a New York City-based full-service investment firm, recently released its first-quarter 2024 investor letter. A copy of the letter can be downloaded here. The LVS Event-Driven portfolio declined (1.4%) (net of all fees and expenses) in the first quarter compared to a 1.6% gain for its benchmark High-Yield Bond Index. On the other […]
Here is how AppLovin (APP) and Booz Allen Hamilton (BAH) have performed compared to their sector so far this year.