News & Insights

LSOFX Q3 2022 Shareholder Letter

Current Market Environment According to ESPN major league baseball (MLB) analyst, Doug Glanville, MLB instituted the “warning track” in 1949. This came after a Brooklyn Dodgers...

Long Short Equity Due Diligence

A Great Opportunity for Long Short We find ourselves today with persistent inflation, a tightening Fed balance sheet, rising rates, and declining asset values. These challenges...

Long Short is the New High-Yield Bonds

High-Yield Bonds High-yield bonds, as the name suggests, are bonds that pay a higher yield to their investors to compensate for the additional risk compared to investment grade...

What Rising Rates Mean

The Rate Outlook The Federal Reserve opted for a 75-basis-point increase in the update data Fed Funds Rate in June. This was higher than its previous guidance of 50- basis points....

Inflation is as High as a Kite

Sky-High Inflation As business closures and shelter in place orders were removed, pent up demand was released. We first began to see the economic ramifications of this in April...

The King is Dead, Long Live the King

60/40 Has Treated Us Well For the past 40 years, investors have favored a 60/40 portfolio allocation, where 60% is invested in equities and 40% invested in bonds. Investors were...

Fixed Income is Flawed

A Grim Start for Equities Equity markets have been battered thus far in 2022. Since the Fed signaled a more hawkish tone on fighting inflation, investors have soured on stocks,...

Don’t Poke the Bear, Embrace the Bear

Don’t Poke the Bear... Some investors are wondering: Is now the time to rebalance my portfolio? Is the worst behind us or ahead of us? While we cannot be certain about the future,...

LSOFX Q2 2022 Shareholder Letter

Current Market Environment We find ourselves questioning the maxim, “Good things come to those who wait.” After waiting years for interest rates to rise, thereby ushering in a...

Weathering the Storm

THE RISKS OF A LONG-ONLY PORTFOLIO Many leading economic indicators are flashing warning signs for investors. As such, investors have been selling equity stakes since the...

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