In this video, L1 Capital’s Joint Managing Director and Co-Chief Investment Officer Mark Landau provides an update of the Fund’s positioning and progress.
Key points in the video:
- The share buyback currently in progress
- The directors’ intention to increase their stake in the company
- An update on the Fund’s recent performance and the reasons behind it
- The Fund’s exposure to energy and cyclical stocks and how they plan to proceed with these holdings
- Some recent positions the Fund has taken
- The Fund’s outlook from here
