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L1 Global Long Short Fund
L1 Global Long Short Fund (GLS) investor relations material
L1 Global Long Short Fund Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor presentation summary20 Apr, 2026
Business overview and investment approach
Specialist investment manager with $17.0 billion FUM as of March 2026, operating globally since 2007.
Proven, stable team with majority staff ownership and strong alignment with clients.
Focus on ethical, professional conduct and investment excellence across diverse client base.
Fund performance and market context
Global Long Short Fund delivered 53.9% net return p.a. since inception, outperforming MSCI World at 13.2%.
March quarter marked by Iran War, causing a risk-off environment and broad market sell-off.
84% of S&P500 stocks fell in March, with energy as the only sector posting positive returns.
Fund has a track record of capitalizing on volatile periods, with broad-based returns across 51 stocks.
Macroeconomic and market observations
Iran War led to a ~50% spike in Brent crude oil prices and significant energy shock.
Central banks shifted from expected rate cuts to hikes, with yields rising 35-70bps in weeks.
Inflation shocks have overwhelmed safe-haven demand, driving rapid repricing in bond markets.
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Latest events from L1 Global Long Short Fund
- FY24 saw a 3.7% pre-tax NTA return, $12.8m net profit, and a proposed merger to close the share price gap.GLS
H2 20242 Apr 2026 - Profit declined and returns lagged the benchmark, with major strategic and Board changes underway.GLSH2 20252 Apr 2026
- Profit after tax jumped to $57.5m, driven by a new strategy and major equity raise.GLSH1 20268 Mar 2026
- FY2024 profit, 6.1% yield, and a scheme to address share price discount were key highlights.GLSAGM 202414 Jan 2026
- Transition to a global long/short strategy with a $415M offer and 67.5% YTD net return.GLSInvestor Presentation2 Dec 2025
- Shareholders approved a new manager, board changes, and a shift to a global long-short strategy.GLSAGM 202528 Nov 2025
- Shareholders approved a 50% buyback (20% cap pre-EGM) with strong support and governance concerns.GLSScheme Meeting 202523 Nov 2025
- Three L1 Capital nominees were appointed as directors, while WAM nominees were not.GLSEGM 20251 Oct 2025
- Profit up, but portfolio return lagged benchmark; scheme of arrangement and dividend declared.GLSH1 20255 Jun 2025
Next L1 Global Long Short Fund earnings date
H2 202623 Aug, 2026
L1 Global Long Short Fund
Next L1 Global Long Short Fund earnings date
H2 202623 Aug, 2026
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excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
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@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
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