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L1 Capital Long Short Fund’s Q1 2024 Investor Letter

L1 Capital, an investment management firm, released its “L1 Long Short Fund” first quarter 2024 investor letter. As U.S. economic data continued to surprise to the upside in comparison to market expectations, equity markets saw a gain throughout the March quarter. The portfolio returned 7.4% for the quarter compared to 5.3% for S&P/ASX 200 AI. Over the past three years, the portfolio return was 14.8% p.a compared to 9.6% p.a. for the index. Please check the top five holdings of the fund to know its best picks in 2024.

A copy of L1 Capital Long Short Fund’s Q1 2024 investor letter...