L1IF - L1 Capital International Fund

[Dona Ferentes]

It's an ASX-listed managed fund; expect higher fees than an ETF and active management.
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The The L1 Capital International Fund (ASX: L1IF) listed on the ASX on 22 November 2023.

L1IF allows a broader range of investors to access a high-conviction portfolio of international stocks, those with real pricing power and "strong sustainable advantages" , while providing the liquidity for investors to buy and sell units when they please.
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The three core beliefs of the L1 Capital International Fund are
1. their five factors of quality businesses,
2. 'quality and valuation' instead of 'growth or value', and
3. downside protection.

Seeing opportunity today:

• The healthcare sector - UnitedHealth Group (NYSE: UNH) and HCA Healthcare Inc (NYSE: HCA)
• Infrastructure spending - Eagle Materials Inc (NYSE: EXP) and CRH (NYSE: CRH)
• A global large-cap and small-cap opportunity - Microsoft (NASDAQ: MSFT) and Graphic Packaging (NYSE: GPK)

 

[divs4ever]

3 factors (and 6 stocks) driving the outperformance of L1's newest listed fund​

3 factors (and 6 stocks) driving the outperformance of L1's newest listed fund

In this Fund in Focus, L1 Capital International's David Steinthal takes investors through the firm's newest ETMF.

www.livewiremarkets.com

am not particularly eager to invest in the US in the near future , so i moved on