L1 Long Short Fund Ltd Strategies Investor Video (Pre-recorded) Transcript
Welcome to L1 Capital's First Investor Webinar for 2026 for the Long Short Strategies. I'm Andrew Levy, Senior Investment Analyst in the L1 Long Short team, and I lead coverage of TMT space infrastructure and real estate. I'm joined by Mark Landau, Co-Founder and Co-CIO; and Amar Naik, Head of Research.
In this session, we'll be covering a few themes, including global and domestic markets and the major themes driving them, how the portfolios have navigated this period and how we have positioned the portfolio today and finally, where we see the best opportunities going forward. So, let's get straight into it.
Questions & Answers
Amar, there's been a lot of volatility so far this year. Can we get your perspectives on what's been driving markets to date in 2026?
Thanks, Andrew. There's been two big things that have driven
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