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

Webinar Speakers

 

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