Insights
Webinar
L1 Capital Long Short Strategy Webinar Replay | March 2025
Mark Landau provides key takeaways from Australia’s reporting season and our latest perspective on current market volatility. He also discusses the factors driving market movements and share how we are positioning the portfolio to capture opportunities.For wholesale investors only. Video can be accessed below.
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Webinar
L1 Capital International Webinar Replay | March 2025
David Steinthal provides an update on the positioning of the L1 Capital International Fund (Managed Fund) and key takeaways from the recent results season.For wholesale investors only. Video can be accessed below. Read more
Insights
L1 Capital Gold Fund
In this video, Rafi Lamm and Mihali Stamatis provided an in-depth review of the L1 Capital Gold Fund’s investment strategy, current market dynamics and share our outlook on gold equities.In response to client requests, we are pleased to announce an extension of the investment application deadline for the L1 Capital Gold Fund by two weeks. Applications will now close on 17 April 2025.
Video can be accessed below.Read more
Webinar
L1 Capital International Webinar Replay | November 2024
David Steinthal provides an update on the positioning of the L1 Capital International Fund (Managed Fund) and key takeaways from the recent results season.For wholesale investors only. Video can be accessed below. Read more
Webinar
L1 Capital Catalyst Fund Webinar Replay | November 2024
James Hawkins provides an update on the L1 Capital Catalyst Fund.For wholesale investors only. Video can be accessed below. Read more
Article
Livewire | Decade of excellence: 10 years of outstanding performance for L1 Capital’s Long Short Fund
L1 Capital's Long Short Fund recently turned 10 years old. We sit down with Mark Landau and Raphael Lamm for their latest views on markets.Read moreWebinar
L1 Capital Long Short Strategy Webinar Replay | October 2024
Raphael Lamm and Amar Naik discuss portfolio performance, provide observations on current markets, set out how the portfolio is positioned and outline a few of our key stock picks.For wholesale investors only. Video can be accessed below.
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Webinar
L1 Capital International Webinar Replay | September 2024
David Steinthal provides an update on the positioning of the L1 Capital International Fund (Managed Fund) and key takeaways from the recent results season.For wholesale investors only. Video can be accessed below. Read more
Webinar
L1 Capital International Fund Webinar Replay | June 2024
David Steinthal provides an update on the positioning of the L1 Capital International Fund and key takeaways from the recent results season.For wholesale investors only. Video can be accessed below. Read more
Webinar
L1 Capital Long Short Strategy Webinar Replay | May 2024
Raphael Lamm and Amar Naik discuss portfolio performance, provide observations on current markets, set out how the portfolio is positioned and outline a few of our key stock picks.For wholesale investors only. Video can be accessed below. Read more
Webinar
L1 Capital Catalyst Fund Webinar Replay | April 2024
James Hawkins provides an update on the L1 Capital Catalyst Fund.For wholesale investors only. Video can be accessed below. Read more
Article
Livewire | The stock that has L1 Capital International’s Steinthal most excited
And why the US remains “the best house on the street"Read moreArticle
Livewire | The stock that has L1 Capital International’s Steinthal most excited and why the US remains “the best house on the street”
And why the US remains “the best house on the street"Read moreWebinar
L1 Capital International Fund Webinar Replay | March 2024
David Steinthal provides an update on the positioning of the L1 Capital International Fund and key takeaways from the recent results season.For wholesale investors only. Video can be accessed below. Read more
Article
Livewire | 5 key themes L1 Capital likes in a challenging market
Read moreWebinar
L1 Capital International Fund Webinar Replay | December 2023
David Steinthal provides an update on the positioning of the L1 Capital International Fund and key takeaways from the recent results season.For wholesale investors only. Video can be accessed below. Read more
Article
Livewire | Why cash flow is king
And not just in the current market environment.Read more
Article
Livewire | How this portfolio manager delivered a 33% return YTD
Read moreWebinar
L1 Capital Long Short Strategy Webinar Replay | November 2023
Mark Landau and Amar Naik discuss portfolio performance, provide observations on current markets, set out how the portfolio is positioned and outline a few of our key stock picks.For wholesale investors only. Video can be accessed below.
Read more
Article
Livewire | 3 factors (and 6 stocks) driving the outperformance of L1’s newest listed fund
In this Fund in Focus, L1 Capital International's David Steinthal takes investors through the firm's newest ETMF.Read moreWebinar
L1 Capital International Fund Webinar Replay | August 2023
David Steinthal provides an update on the positioning of the L1 Capital International Fund and key takeaways from the recent results season.For wholesale investors only. Video can be accessed below. Read more
Webinar
L1 Capital International Fund Webinar Replay | June 2023
David Steinthal provides an update on the positioning of the L1 Capital International Fund and key takeaways from the recent results season.For wholesale investors only. Video can be accessed below. Read more
Article
Livewire | The biggest risk to markets (and 3 stocks to keep portfolios afloat)
Read moreArticle
Livewire | How activism unlocked a 44% return for investors in this little-known stock
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Article
Livewire | L1 Capital loves a turbulent market. Here’s how they make money from it.
Read moreWebinar
L1 Capital Long Short Strategy Webinar Replay | May 2023
Mark Landau provides an update on the L1 Capital Long Short Portfolio.For wholesale investors only. Video can be accessed below. Read more
Article
Livewire | Why L1 is playing defence right now and 3 standout stocks in a tough market
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Podcast
Livewire | Why it’s time to put down the last decade’s playbook
Discover why the old investing playbook won't work in today's changing market. Mark Landau, Co-Founder of L1 Capital, shares insights in this must-listen episode.Read moreWebinar
L1 Capital Catalyst Fund Webinar Replay | March 2023
James Hawkins provides an update on the L1 Capital Catalyst Fund.For wholesale investors only. Video can be accessed below. Read more
Webinar
L1 Capital International Fund Webinar Replay | March 2023
David Steinthal provides an update on the positioning of the L1 Capital International Fund and key takeaways from the recent results season.For wholesale investors only. Video can be accessed below. Read more
Article
