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L1 Capital Long Short Strategy | Webinar Replay

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.
Contributors
Mark LandauJoint Managing Director and Co-Chief Investment Officer
Duration
27 mins
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In this video, Mark covers:

  • 2024 Market performance (0.33)
  • Value rotation (1.52)
  • Australian banks (3.47)
  • Portfolio performance (6.13)
  • Reporting season takeaways (7.03)
  • Mineral Resources (9.57)
  • Portfolio positioning and key investment opportunities (14.17)
  • Geographic exposure and opportunities (16.44)
  • Rate environment (18.40)
  • LSF’s performance during market cycles (20.17)
  • Downside risk protection (21.52)
  • Balancing Income and Capital Growth (23.57)
  • L1 Capital Gold Fund (25.51)

Click here for more information on the L1 Capital Gold Fund.

Click here for more information on the L1 Capital Long Short Fund.

Released: March 27, 2025.

Additional resources

Learn more about the L1 Capital Long Short Strategy

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Disclaimer 

Equity Trustees Limited (“Equity Trustees”) (ABN 46 004 031 298), AFSL 240975, is the responsible entity for the L1 Capital Long Short Fund (“Fund”). Equity Trustees is a subsidiary of EQT Holdings Limited (ABN 22 607 797 615), a publicly listed company on the Australian Securities Exchange (ASX: EQT). The webinar that is the subject of this email is being prepared and delivered by L1 Capital Pty Ltd (ACN 125 378 145, AFSL 314302) (“L1”) for wholesale clients only (for the purposes of the Corporations Act 2001 (Cth)) and is intended to provide wholesale clients with general information only. In preparing it, L1 has not taken into account the investment objectives, financial situation or particular needs of any particular wholesale client. The webinar is not intended to take the place of professional advice and you should not take action on specific issues in reliance on this information. Neither L1 Capital Pty Ltd, Equity Trustees nor any of their related parties, employees or directors, provide any warranty of accuracy or reliability in relation to such information or accepts any liability to any person who relies on it. All performance numbers are quoted after fees. Past performance should not be taken as an indicator of future performance. You should obtain a copy of the Product Disclosure Statement before making a decision about whether to invest in this product. The L1 Capital Long Short Fund’s Target Market Determination is available at https://bit.ly/3a0Kj68. A Target Market Determination is a document which was required to be made available from 5 October 2021. It describes who this financial product is likely to be appropriate for (i.e. the target market), and any conditions around how the product can be distributed to investors. It also describes the events or circumstances where the Target Market Determination for this financial product may need to be reviewed.

The webinar and the information contained within it is intended solely for wholesale clients and is not intended to be delivered or made available, or relied upon or distributed by, retail clients. You should not register for the webinar unless you are a wholesale client. To the extent permitted by law, L1 does not accept any responsibility arising in any way relating to the distribution or delivery of the webinar to retail clients.

Please note, your personal information is being collected for the purpose of managing your viewing of this webinar. All information collected will be managed in accordance with L1 Capital’s Privacy Policy.

 

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