News & Insights

Dane Czaplicki

Recent Posts

The Good, The Bad, and Hedge Funds

BREAKING DOWN HEDGE FUNDS The term hedge fund carries a plethora of connotations, some good and some bad. On one hand, notable hedge funds have pioneered investing strategies,...

LSOFX Q1 2022 Shareholder Letter

Current Market Environment The new year started as we expected: inflation continuing to rise, the Federal Reserve getting increasingly hawkish, interest rates rising, and with a...

LSOFX Q4 2021 Shareholder Letter

Current Market Environment Don’t Fight The Fed 2021 began with a hopeful optimism of a soon-to-be vaccinated world, and our being able to put the COVID-19 pandemic in the rearview...

LSOFX Q3 2021 Shareholder Letter

Current Market Environment Cases of whiplash must have spiked lately. After all, in a few short months, market commentators have abruptly transitioned from: “inflation is...

LSOFX Q2 2021 Shareholder Letter

Current Market Environment Transitory. Anyone following the markets during the second quarter heard the word bandied about ad nauseam, and the question of whether inflation would...

LSOFX Q1 2021 Shareholder Letter

Current Market Environment The new year began with the Georgia Senate runoff which saw both seats going to Democrats, thereby giving the Dems an effective majority in the Senate....

LSOFX Q4 2020 Shareholder Letter

First and foremost, we hope this writing finds you and your families healthy. It’s been a long twelve months and no one could be criticized for being happy to see the end of 2020....

LSOFX Q3 2020 Shareholder Letter

The benchmark S&P 500 continued its charge higher during the third quarter, despite significant increases in COVID-19 cases and certain states such as Florida, Texas, Arizona and...

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...

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