L1 Capital Long Short Strategy | Webinar Replay

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.

Video can be accessed below.
Raphael LammJoint Managing Director and Co-Chief Investment Officer
Amar NaikHead of Research
20 mins
Share this

In this video, Raphael Lamm and Amar Naik cover:

  • Performance summary (starts at 0.35)
  • Market observations and LSF positioning (1.09)
  • Portfolio performance and key themes (10.09)

The presentation deck is avaliable here.

Released: May 30, 2024

Additional resources

Learn more about the L1 Capital Long Short Strategy

Share this


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?