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L1 Long Short Fund (LSF) investor relations material
L1 Long Short Fund Q1 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 TU earnings summary16 Oct, 2025
Executive summary
Portfolio returned 13.3% for the September quarter, outperforming the ASX200AI's 4.7%; calendar year return is 28.7% versus ASX200AI's 11.5%.
Five-year annualized return stands at 22.0%, well above the ASX200AI's 13.0%.
Strong performance driven by broad-based gains, especially in gold, copper, and uranium-related stocks.
Portfolio positioning favors undervalued offshore stocks, infrastructure, mid-cap gold, copper, travel, and 'quality value' equities.
Financial highlights
13.3% net return for the quarter, 28.7% for the calendar year, and 22.0% p.a. over five years.
19 stocks each contributed more than 0.5% to returns; notable contributors include CRH, NexGen Energy, Fraport, Imdex, and Chorus.
Key stock gains: Mineral Resources (+91%), Westgold (+56%), NexGen Energy (+32%), Hudbay Minerals (+46%), Imdex (+24%), CRH (+31%), Fraport (+15%), Chorus (+8%).
Key detractor: Santos (-12%) due to a failed takeover bid.
Outlook and guidance
Australian equity index seen as fully valued; more attractive opportunities identified offshore.
Portfolio maintains a value skew, with median long P/E of ~11x and double-digit EPS growth expected.
Positive outlook for infrastructure, gold, copper, uranium, and travel sectors.
How does LSF navigate ASX's high valuation?
Uranium supply chain risks and Western reliance?
What constrains Fed's 2026 rate cut outlook?
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Next L1 Long Short Fund earnings date
AGM 202511 Nov, 2025
Next L1 Long Short Fund earnings date
AGM 202511 Nov, 2025
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Frequently asked questions
L1 Long Short Fund Limited is an Australian-listed investment company that focuses on a long-short equity strategy, aiming to generate positive returns regardless of market conditions. Managed by L1 Capital, the fund invests primarily in Australian and international equities, taking both long and short positions based on the management team's research and market outlook. This approach allows the fund to capitalize on undervalued stocks while also hedging risk through short positions in overvalued or declining assets. The company is headquartered in Melbourne, Australia, and its shares are listed on the ASX.
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