L1 Capital Long Short Fund’s Q2 2022 Investor Letter

L1 Capital, an investment management company, released its “L1 Long Short Fund” second quarter 2022 investor letter. A copy of the same can be downloaded here. The fund outperformed the S&P ASX200 AI benchmark and returned -10.4% (net) in the second quarter. Global markets fell sharply over concerns of recession during the quarter. In addition, you can check the top 5 holdings of the fund to know its best picks in 2022.