News & Insights

LSOFX Q1 2024 Shareholder Letter

Current Market Environment The first quarter of 2024 was marked by a continued pushing out of expectations for when, and by how much, the Federal Reserve would cut rates, as...

LSOFX Q4 2023 Shareholder letter

Insights from Long Short Advisors

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...

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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