News & Insights

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...

Fed_bubbles_cartoon_07.09.2-14

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...

Q219 Feature Image 2

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...

Q119 Feature Image

LSOFX Q1 2019 Shareholder Letter

It’s been a year since Jerome Powell led his first FOMC meeting as Chairman. Powell’s outlook on the economy at the time was rosy. During the March, 2018 meeting the economic...

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...

LSOFX Quick Links


REGISTER HERE

REGISTER HERE

REGISTER HERE