Insights category: Video and Webinar
Video
L1 Capital International Investor Video | September 2026
David Steinthal provides an update on the current investment environment, the long-term potential of AI and the valuation opportunities emerging as market momentum creates significant divergence across sectors, industries and high-quality businesses.For wholesale investors only. Video can be accessed below. Read more
Video
L1 UK Residential Fund | August 2026 Investor Video
Discover why the investment team sees a compelling opportunity in UK residential property, supported by attractive valuations, structural undersupply and strong rental demand.For wholesale investors only. Video can be accessed below.Read more
Video
L1 Gold Fund Limited (ASX:LGF) | August 2026 Investor Video
Mark Landau provides an update on L1 Gold Fund Limited, the outlook for gold and gold equities, and the Fund’s capital raise.For wholesale investors only. Video can be accessed below.Read more
Video
L1 Gold Fund Limited (ASX:LGF) | July 2026 Investor Video
Discover why the investment team continues to see compelling long-term opportunities across gold equities despite recent market volatility.For wholesale investors only. Video can be accessed below.Read more
Video
L1 Capital Catalyst Fund | June 2026 Video Update
James Hawkins discusses what has driven the Catalyst Fund's strong performance, where the team is finding opportunities today and why they continue to see significant upside across the portfolio.For wholesale investors only. Video can be accessed below.Read more
Video
L1 Capital Long Short Strategies | June 2026
Mark Landau, Amar Naik and Andrew Levy discuss the key market themes shaping 2026, portfolio positioning, performance, and where they continue to see opportunities across the L1 Capital Long Short Strategy and L1 Capital Global Long Short Strategy.For wholesale investors only. Video can be accessed below.Read more
Webinar
L1 Capital International Webinar Replay | June 2026
David Steinthal provides an update on the current investment environment, our outlook for AI and why we continue to see compelling value across much of the portfolio in a complex investment environment.For wholesale investors only. Video can be accessed below. Read more
Webinar
L1 Capital International Webinar Replay | March 2026
David Steinthal provides an update on the macroeconomic investment environment, how Artificial Intelligence is impacting sentiment and fundamentals leading to market volatility and investment opportunities, and positioning of the L1 Capital International Strategy.For wholesale investors only. Video can be accessed below. Read more
Webinar
L1 Capital International Webinar Replay | November 2025
David Steinthal provides an update on the positioning of the L1 Capital International Strategy 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 | November 2025
Join L1 Capital's Mark Landau (Co-Chief Investment Officer) for an update on the L1 Capital Long Short Portfolio.For wholesale investors only. Video can be accessed below.
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Webinar
L1 Capital Catalyst Fund Webinar Replay | October 2025
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 Webinar Replay | September 2025
David Steinthal provides an update on the positioning of the L1 Capital International Strategy and key takeaways from the recent results season.For wholesale investors only. Video can be accessed below. Read more
Webinar
Webinar | L1 Capital Catalyst Fund | July 2025
This webinar has ended, see below for replay details. Read moreWebinar
L1 Capital Long Short Strategy Webinar Replay | June 2025
Join L1 Capital's Mark Landau (Co-Chief Investment Officer) for an update on the L1 Capital Long Short Portfolio.For wholesale investors only. Video can be accessed below.
Read more
Webinar
L1 Capital International Webinar Replay | June 2025
David Steinthal provides an update on the positioning of the L1 Capital International Strategy 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 | 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
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
Webinar
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
Webinar
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
Webinar
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
Webinar
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
Webinar
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
Webinar
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
Webinar
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
