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L1 Capital Long Short Strategy | Webinar Replay

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.

Released: November 2, 2023
Contributors
Mark LandauJoint Managing Director and Co-Chief Investment Officer
Amar NaikHead of Research
Duration
30 mins
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In this video, Mark Landau and Amar Naik cover:

  • Performance summary (starts at 0.44)
  • Market observations (4.52)
  • LSF positioning (10.50)
  • Key stock picks (17.03)
  • Summary (28.48)

Additional resources

Learn more about the L1 Capital Long Short Strategy

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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.

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