L1 Capital, an investment management firm, published its ‘L1 Capital International Fund’ first quarter 2021 investor letter – a copy of which can be downloaded here. A net return of 15% was recorded by the fund outperforming the benchmark by 8.7%. You can view the fund’s top 5 holdings to have a peek at their top bets for 2021.
L1 Capital International Fund, in its Q1 2021 investor letter, mentioned Eagle Materials Inc. (NYSE: EXP), and shared their insights on the company. Eagle...
