News & Insights

LSOFX Q2 2020 Shareholder Letter

The COVID-19 global pandemic continued to have massive implications during the second quarter, as cases continued to rapidly rise in the United States. The unemployment rate...

The Best Long Short Funds

Investing in Long/Short – Analytical Rigor Pays Off

LS Opportunity Fund (LSOFX) Celebrates 5-Years with Sub-Advisor

LS Opportunity Fund (LSOFX) Celebrates 5-Years with Sub-Advisor and Receives 5-Stars from Morningstar®

Why Invest in Long Short Now

Investing in Long Short – Why it’s Important in Today’s Environment Are You Concerned About: Equity valuations being near all-time highs? Winners and Losers – this being a stock...

LSOFX Q1 2020 Shareholder Letter

We hope you are staying well during this time. These are uncharted waters for all of us.  The COVID-19 virus pandemic is first and foremost a health crisis with associated...

Crisis Playbook

With Volatility Here to Stay What Should You Invest in Now? How can you help your investors take advantage of the volatility? Unfortunately, what has worked well for ten plus...

LSOFX Q4 2019 Shareholder Letter

“Economic medicine that was previously meted out by the cupful has recently been dispensed by the barrel. These once-unthinkable dosages will almost certainly bring on unwelcome...

LS Opportunity Fund (LSOFX) Receives ‘5 Stars’ from Morningstar

LS Opportunity Fund (LSOFX) Receives ‘5 Stars’ from Morningstar The LS Opportunity Fund (Institutional Class: LSOFX) receives an Overall rating of ‘5 Stars’ from Morningstar, out...


LSOFX Q3 2019 Shareholder Letter

An accommodative monetary policy does not come without costs. The most obvious being the dependency on cheap and abundant debt. Nonfinancial corporate debt as a percentage of GDP...

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LSOFX Q2 2019 Shareholder Letter

While the first quarter of 2019 ended with a sense of optimism that trade negotiations were going well with China, the second quarter was a roller coaster of renewed tensions with...

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