Market Update & Outlook webinar
Replay Materials
original broadcast: tuesday, october 24, 2023 @ 4:15 pm et
presenters: LS OPPORTUNITY FUND (LSOFX) TEAM
During our most recent webinar, Long Short Advisors interviewed LS Opportunity Fund's Sub-Advisor, Prospector Partners, and we discussed the following:
- Areas of opportunity the portfolio management team is seeing today
- Areas the team is avoiding
- Positioning for potentially higher and longer interest rates
- Thoughts on whether banks will ever be a buy again
- Whether shorting has added value to the portfolio year to date
- Areas that have been particularly good for the portfolio
- Key drivers from last quarter
FOR FINANCIAL PROFESSIONAL USE ONLY