L1 Capital news
The latest L1 Capital news, : L1 Capital highlights NVIDIA as top AI bet despite competitive risks.
2 stories mentioning L1 Capital since 21 October 2026, newest first, each with its sources and discussion. Follow to see new ones on your front page.
-
L1 Capital highlights NVIDIA as top AI bet despite competitive risks
L1 Capital International Fund reported a +3.5% net‑of‑fees return for the September 2026 quarter, beating its benchmark’s 1.5% gain despite a stronger Australian dollar. The fund’s 22‑stock portfolio had its ten…
2 sourcesfinance.yahoo.com -
L1 Capital says Microsoft valuation now matches AI fundamentals
L1 Capital’s International Fund posted a 3.5% net return in Q3 2026, beating its benchmark’s 1.5% gain. In its investor letter the fund highlighted Microsoft Corporation, whose shares closed at $531.87 on Oct. 20,…
2 sourcesfinance.yahoo.com
Questions about L1 Capital
What is the latest L1 Capital news?
As of 21 October 2026: L1 Capital highlights NVIDIA as top AI bet despite competitive risks. L1 Capital International Fund reported a +3.5% net‑of‑fees return for the September 2026 quarter, beating its benchmark’s 1.5% gain despite a stronger Australian dollar.