LS Opportunity (LSOFX)
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LS Opportunity
Indianapolis IN 46208
2960 N Meridian Street Ste 300
Valued Advisers Trust (LS)
317-917-7000
Management information
Steven R. Labbe,Lead manager since 30 July 2020
Mr. Labbe is a portfolio manager at Prospector Funds and has been a portfolio manager or securities analyst for more than 20 years. Mr. Labbe joined Prospector Partners, LLC, an affiliate of Prospector Funds Inc, in March, 2012. He began as an analyst, covering the insurance industry and gradually increased his coverage to asset managers, exchanges, and brokers; he became a portfolio manager in July, 2020. From 1996 to 2012, Mr. Labbe was employed as an analyst with Langen McAlenney, a division of Janney Montgomery Scott, covering the insurance industry. Mr. Labbe received a B.S. degree in Mathematics, from Central Connecticut State University in December, 1995. He received his Chartered Financial Analyst designation in 2001.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryLong-Short Equity
Fund familyLong Short
Net assets184.49M
YTD return5.19%
Yield0.00%
Morningstar rating★★★★
Inception date28 Sept 2010
Fund operations
Last dividendN/A
Last cap gain9.00
Holdings turnover74.68%
Average for categoryN/A
Fees and expenses
ExpenseLSOFXCategory average
Annual report expense ratio (net)3.00%1.92%
Prospectus net expense ratio3.00%N/A
Prospectus gross expense ratio3.05%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.33%
Max deferred sales loadN/A1.14%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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