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Long Short Advisors

Long Short Advisors

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Why Long/Short Funds Make Sense in a Volatile Market

Why Long/Short Funds Make Sense in a Volatile Market We know that holding a diversified basket of equities has rewarded patient investors over most extended time periods with some...

The Birth and Evolution of Value Investing

The Birth and Evolution of Value Investing The investment world often seems to be hung up on a putative dichotomy between value and growth stocks. Mutual funds are labeled...

LSOFX Q4 2023 Shareholder letter

Insights from Long Short Advisors

The Long and Short of Leverage in Your Portfolio

Investors can easily follow their portfolios' returns by studying monthly or quarterly performance. Assessing and managing risk in a portfolio can be a bigger challenge but is...

Don't Time the Market, Invest in It

Insights from Long Short Advisors

Is It Time to Question the 60/40 Portfolio?

A year ago, many market strategists and other pundits were predicting the arrival of a recession in 2023, tumbling rates of inflation by the second half of this year, and multiple...

LSOFX Q3 2023 Shareholder Letter

Current Market Environment In the third quarter, the market seemed to grapple with a "higher for longer" interest rate environment. The benchmark 10-year Treasury rose...

LSOFX Q2 2023 Shareholder Letter

Current Market Environment “Don’t get caught up with what other people are doing. Being a contrarian isn’t the key but being a crowd follower isn’t either. You need to detach...

Is it Value’s Time in the Sun?

Last year, punctuated by high inflation and rapidly rising interest rates, was a period that most stock and bond investors would prefer to forget. It may, however, have marked the...

LSOFX Q1 2023 Shareholder Letter

Current Market Environment The first quarter of 2023 was akin to a play with three distinct acts. However, unlike a traditional play in which the first act introduces a problem,...

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