LVS Advisory’s Discussion on its Growth Portfolio’s investment: Golar LNG (GLNG)

4 days ago 6

Soumya Eswaran

Tue, December 9, 2025 astatine 6:39 AM CST 3 min read

LVS Advisory, a New York City-based full-service concern firm, precocious released its third-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. The LVS Growth Portfolio gained 15.7% for the archetypal 3 quarters, and the LVS Event-Driven Portfolio gained 10.4% for the aforesaid period, nett of each fees and expenses. This compares to a 14.8% summation for the S&P 500 and a 7.3% instrumentality for the high-yield enslaved index. The main absorption of the portfolio implicit the past 2 years has been investments successful powerfulness procreation businesses. The firm’s thesis is that powerfulness request is increasing faster than supply. For much accusation connected the fund’s apical picks successful 2025, delight cheque its apical 5 holdings.

In its third-quarter 2025 capitalist letter, LVS Advisory highlighted stocks specified arsenic Golar LNG Limited (NASDAQ:GLNG). Golar LNG Limited (NASDAQ:GLNG) is simply a marine infrastructure supplier for the liquefaction of earthy gas. The one-month instrumentality for Golar LNG Limited (NASDAQ:GLNG) was 0.70%, and its shares mislaid 9.40% implicit the past 52 weeks. On December 08, 2025, Golar LNG Limited (NASDAQ:GLNG) banal closed astatine $38.67 per share, with a marketplace capitalization of $3.959 billion.

LVS Advisory stated the pursuing regarding Golar LNG Limited (NASDAQ:GLNG) successful its 3rd 4th 2025 capitalist letter:

"In this letter, I volition sermon the Growth Portfolio’s concern successful Golar LNG Limited (NASDAQ:GLNG). Golar LNG (“Golar”, “GLNG”, oregon the “Company”) is an vigor infrastructure institution providing floating chemic plants utilized by lipid and state companies to person earthy state into liquified earthy state (“LNG”). The Company converts LNG ships into floating LNG (“FLNG”) plants and rents the ships to lipid and state companies connected 20-year leases. In exchange, Golar receives a fixed toll positive commodity terms upside.