q4 2019 review webinar

replay materials

original broadcast: Tuesday, january 28, 2020 @ 2:00 pm et

presenters: ls opportunity fund (lsofx) portfolio management

During our quarterly review webinar, Long Short Advisors CEO, Matt West, interviewed LS Opportunity Fund Portfolio Manager, John Gillespie on a wide range of topics of interest to investors including:

  • The outlook for equity markets in 2020, including the possible impacts from the Presidential election
  • The current opportunity set for stock selection, both long and short
  • The risks posed by elevated levels of corporate borrowing at this stage of the economic cycle
  • A review of the Fund's performance and portfolio positioning, including a few specific names

In order to access the webinar replay materials, please complete the form on this page.

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