Event-Driven Portfolio

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Event-Driven Portfolio

The Event-Driven strategy was created to provide a better-performing alternative to bond funds in a structure that is liquid and transparent.

First, the strategy prioritizes not losing money. Second, it aims to produce annual returns that exceed what can be found in the US high-yield bond market (the benchmark).

The strategy makes event-driven investments in stocks, bonds, and bond-like securities. When events occur, securities are re-priced due to the announcement of news. LVS Advisory analyzes the events and invests when the returns are attractive.

Event-driven investments are not directly tied to the overall direction of the stock market. This helps the portfolio avoid losing money even when the stock market does not perform well.

The Event-Driven strategy is managed with sound risk management principles. The portfolio is sufficiently diversified with up to 40 uncorrelated holdings. The focus is on taking calculated risks in order to generate attractive results for clients over the long term.

“Rule No.1: Never lose money.
Rule No.2: Never forget rule No.1.”

– Warren Buffett

Comparison to Alternatives

The LVS Event-Driven investment strategy offers a unique blend of attractive returns, managed risk, and liquidity.

  • Government Bonds & Savings Accounts: LVS Event-Driven targets a much higher investment return
  • High Yield Bonds: LVS Event-Driven has less correlation to the stock market and interest rates
  • Stock Market: LVS Event-Driven targets lower volatility and limited losses in case of market turmoil
  • Private Investments: LVS Event-Driven offers ample liquidity and flexible redemption terms

Investment Results

The latest performance figures can be found here. Please inquire for more information.

Investment Terms

Client investments are held in separately managed accounts in their name. The client always maintains control of their investment assets and has full transparency into the investments they own. Clients are welcome to deposit or withdraw funds at any time with no penalties or restrictions. LVS Advisory bills a quarterly advisory fee. There are no other fees or hidden incentives.

Please contact us to learn more about becoming an investor.