Home
Webinar

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
Share this

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

Share this

Disclaimer 

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.

 

Contact us

Can we assist with your investment or provide information about our Funds?