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We have been active investors in the defense industry for a number of years.

Playing the Recession Playbook in Defense, Part 1

We have been active investors in the defense industry for a number of years. There are a number of aspects we find attractive in the industry:

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...

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...

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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...

LSOFX Featured In Mutual Fund Observer

LS Opportunity Fund pursues three goals: preserving capital, delivering above-market returns and managing volatility. “The secret,” says manager John Gillespie, “is to avoid large...

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