--- title: Long Short Advisors | News & Insights | Portfolio Manager Insights description: Portfolio Manager Insights | Long Short Advisors News & Insights --- [![LSA Logo - Old - Roboto](https://blog.longshortadvisors.com/hs-fs/hubfs/LSA%20Logo%20-%20Old%20-%20Roboto.png?width=200&height=58&name=LSA%20Logo%20-%20Old%20-%20Roboto.png "LSA Logo - Old - Roboto")](https://longshortadvisors.wpcomstaging.com/) [Subscribe for Updates ](https://blog.longshortadvisors.com/news-insights/tag/portfolio-manager-insights#subscribe) #### Subscribe for Updates Receive the latest News & Insights from Long Short Advisors. [Long Short Advisors Don't Time The Market – Invest In It ](https://longshortadvisors.wpcomstaging.com/) # News & Insights ![](https://blog.longshortadvisors.com/hs-fs/hubfs/Q3%202025%20Shareholder%20Letter.jpg?width=355&name=Q3%202025%20Shareholder%20Letter.jpg) #### [LSOFX Q3 2025 Shareholder Letter](https://blog.longshortadvisors.com/news-insights/lsofx-q3-2025-shareholder-letter) [October 24, 2025](https://blog.longshortadvisors.com/news-insights/lsofx-q3-2025-shareholder-letter) Current Market Environment “History doesn't repeat itself, but it often rhymes.” – Mark Twain In the third quarter, the familiar story of big tech’s supremacy played out once... ![](https://blog.longshortadvisors.com/hs-fs/hubfs/Bank%20M%26A%20Could%20Be%20Poised%20For%20a%20Comeback-1.jpg?width=355&name=Bank%20M&A%20Could%20Be%20Poised%20For%20a%20Comeback-1.jpg) #### [Portfolio Manager Insights: Bank M&A Could Be Poised For a Comeback](https://blog.longshortadvisors.com/news-insights/bank-ma-could-be-poised-for-a-comeback) [August 28, 2025](https://blog.longshortadvisors.com/news-insights/bank-ma-could-be-poised-for-a-comeback) Insights from Prospector Partners, Sub Advisor to the LS Opportunity Fund. Following last November’s election, with President Trump retaking the White House and Republicans... ![](https://blog.longshortadvisors.com/hs-fs/hubfs/Q2%202025%20shareholder%20letter.jpg?width=355&name=Q2%202025%20shareholder%20letter.jpg) #### [LSOFX Q2 2025 Shareholder Letter](https://blog.longshortadvisors.com/news-insights/lsofx-q2-2025-shareholder-letter) [July 16, 2025](https://blog.longshortadvisors.com/news-insights/lsofx-q2-2025-shareholder-letter) Current Market Environment We entered the second quarter with an already tariff-leery stock market having sold off 9% from the February highs when President Trump's April 2... ![](https://blog.longshortadvisors.com/hs-fs/hubfs/How%20Can%20Volatility%20Be%20an%20Opportunity%20for%20Investors.jpg?width=355&name=How%20Can%20Volatility%20Be%20an%20Opportunity%20for%20Investors.jpg) #### [Portfolio Manager Insights: How Can Volatility Be an Opportunity for Investors?](https://blog.longshortadvisors.com/news-insights/portfolio-manager-insights-how-can-volatility-be-an-opportunity-for-investors) [May 22, 2025](https://blog.longshortadvisors.com/news-insights/portfolio-manager-insights-how-can-volatility-be-an-opportunity-for-investors) Insights from Prospector Partners, Sub Advisor to the LS Opportunity Fund. For many investors, the word “volatility” conjures images of whipsawing markets, plummeting portfolios,... ![](https://blog.longshortadvisors.com/hs-fs/hubfs/Buffetts%20Massive%20Cash%20Hoard.jpg?width=355&name=Buffetts%20Massive%20Cash%20Hoard.jpg) #### [Portfolio Manager Insights: Buffett's Massive Cash Hoard](https://blog.longshortadvisors.com/news-insights/buffetts-massive-cash-hoard) [May 05, 2025](https://blog.longshortadvisors.com/news-insights/buffetts-massive-cash-hoard) Insights from Prospector Partners, Sub Advisor to the LS Opportunity Fund. For years, we have read numerous articles and seen countless television commentators refer to Berkshire... ![](https://blog.longshortadvisors.com/hs-fs/hubfs/Q1%202025%20SHAREHOLDER%20LETTER.jpg?width=355&name=Q1%202025%20SHAREHOLDER%20LETTER.jpg) #### [LSOFX Q1 2025 Shareholder Letter](https://blog.longshortadvisors.com/news-insights/lsofx-q1-2025-shareholder-letter) [April 24, 2025](https://blog.longshortadvisors.com/news-insights/lsofx-q1-2025-shareholder-letter) Current Market Environment "Elections have consequences.“ This axiom has never rung truer on Wall Street than it has in recent months. Indeed, we can't remember a time in our... ![](https://blog.longshortadvisors.com/hs-fs/hubfs/Q4%202024%20Shareholder%20LEtter.jpg?width=355&name=Q4%202024%20Shareholder%20LEtter.jpg) #### [LSOFX Q4 2024 Shareholder Letter](https://blog.longshortadvisors.com/news-insights/lsofx-q4-2024-shareholder-letter) [January 28, 2025](https://blog.longshortadvisors.com/news-insights/lsofx-q4-2024-shareholder-letter) Current Market Environment The most consequential event of the fourth quarter was, undoubtedly, the U.S. presidential election, which saw a return to the White House for Donald... ![](https://blog.longshortadvisors.com/hs-fs/hubfs/q3%202024%20shareholder%20letter.jpg?width=355&name=q3%202024%20shareholder%20letter.jpg) #### [LSOFX Q3 2024 Shareholder Letter](https://blog.longshortadvisors.com/news-insights/lsofx-q3-2024-shareholder-letter-0) [October 23, 2024](https://blog.longshortadvisors.com/news-insights/lsofx-q3-2024-shareholder-letter-0) Current Market Environment The third quarter was marked by strong equity markets and declining interest rates as a consensus coalesced around the beginning of a Federal Reserve... ![](https://blog.longshortadvisors.com/hs-fs/hubfs/The%20Nuances%20of%20Insurance%20Investing.jpg?width=355&name=The%20Nuances%20of%20Insurance%20Investing.jpg) #### [Portfolio Manager Insights: The Nuances of Insurance Investing](https://blog.longshortadvisors.com/news-insights/the-nuances-of-insurance-investing) [August 02, 2024](https://blog.longshortadvisors.com/news-insights/the-nuances-of-insurance-investing) Insights from Prospector Partners, Sub Advisor to the LS Opportunity Fund. Insurance is a distinctive product. The buyer (consumer or business) is paying premiums today to collect... ![](https://blog.longshortadvisors.com/hs-fs/hubfs/q2%202024%20shareholder%20letter.jpg?width=355&name=q2%202024%20shareholder%20letter.jpg) #### [LSOFX Q2 2024 Shareholder Letter](https://blog.longshortadvisors.com/news-insights/lsofx-q2-2024-shareholder-letter) [July 29, 2024](https://blog.longshortadvisors.com/news-insights/lsofx-q2-2024-shareholder-letter) Current Market Environment While too early to declare victory, the historically elusive "soft landing" is becoming the base case for investors. The U.S. economy continues to grow,... [All posts](https://blog.longshortadvisors.com/news-insights/all) [Next](https://blog.longshortadvisors.com/news-insights/tag/portfolio-manager-insights/page/2) ##### Recent News & Insights [![](https://blog.longshortadvisors.com/hubfs/Q3%202025%20Shareholder%20Letter.jpg) ](https://blog.longshortadvisors.com/news-insights/lsofx-q3-2025-shareholder-letter) ###### [LSOFX Q3 2025 Shareholder Letter](https://blog.longshortadvisors.com/news-insights/lsofx-q3-2025-shareholder-letter) [October 24, 2025](https://blog.longshortadvisors.com/news-insights/lsofx-q3-2025-shareholder-letter) [![](https://blog.longshortadvisors.com/hubfs/Bank%20M%26A%20Could%20Be%20Poised%20For%20a%20Comeback-1.jpg) ](https://blog.longshortadvisors.com/news-insights/bank-ma-could-be-poised-for-a-comeback) ###### [Portfolio Manager Insights: Bank M&A Could Be Poised For a Comeback](https://blog.longshortadvisors.com/news-insights/bank-ma-could-be-poised-for-a-comeback) [August 28, 2025](https://blog.longshortadvisors.com/news-insights/bank-ma-could-be-poised-for-a-comeback) [![](https://blog.longshortadvisors.com/hubfs/Q2%202025%20shareholder%20letter.jpg) ](https://blog.longshortadvisors.com/news-insights/lsofx-q2-2025-shareholder-letter) ###### [LSOFX Q2 2025 Shareholder Letter](https://blog.longshortadvisors.com/news-insights/lsofx-q2-2025-shareholder-letter) [July 16, 2025](https://blog.longshortadvisors.com/news-insights/lsofx-q2-2025-shareholder-letter) ##### LSOFX Quick Links [![        Fact Sheet         ](https://no-cache.hubspot.com/cta/default/4808633/5943a65a-b946-4960-bd47-2e271aa9759a.png)](https://cta-redirect.hubspot.com/cta/redirect/4808633/5943a65a-b946-4960-bd47-2e271aa9759a) [![Presentation](https://no-cache.hubspot.com/cta/default/4808633/2053dcc5-4dde-46af-aebf-e389c1c850a7.png)](https://cta-redirect.hubspot.com/cta/redirect/4808633/2053dcc5-4dde-46af-aebf-e389c1c850a7) ### SUBSCRIBE FOR UPDATES ![Long Short Advisors](https://blog.longshortadvisors.com/hubfs/LongShortAdvisors_December2019/images/Long-Short-Advisors-Logo-WHITE-e1573843783571.png) 3330 Fairchild Gardens Avenue Suite 30428 Palm Beach Gardens, FL 33410 [info@longshortadvisors.com](mailto:info@longshortadvisors.com) [215.399.9409](tel:2153999409) ### SUBSCRIBE FOR UPDATES **You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Fund before investing. The Fund's prospectus contains this and other information about the Fund, and should be read carefully before investing.  You may obtain a current copy of the Fund's prospectus by calling (877) 336-6763.  ** Investment in shares of a long/short equity fund have the potential for significant risk and volatility.  A short equity strategy can diminish returns in a rising market as well as having the potential for unlimited losses. These types of funds typically have a high portfolio turnover that could increase transaction costs and cause short-term capital gains to be realized. The Fund may lose money due to fluctuations within the stock market which may be unrelated to individual issuers and could not have been predicted. The price of the securities which the Fund holds may change unpredictably and due to local, regional, international, or global events.  In the case of a general market downturn, multiple asset classes, or the entire market, may be negatively affected for an extended and unknown amount of time.   Past performance is no guarantee of future results. Diversification cannot ensure a profit or protect against loss in a declining market. It is a strategy used to help mitigate risk Distributed by Ultimus Fund Distributors, LLC. Member [FINRA](https://www.finra.org/#/) Long Short Advisors is registered as an investment adviser with the Securities and Exchange Commission. There is no affiliation between Ultimus Fund Distributors, LLC, Long Short Advisors, and the other firms referenced on this website.