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2024-07-12 10:20:00 ET Summary QBE Insurance Group has been one of the leading contributors to the Catalyst Fund over the past few years. While we had been cautious on the company for many years given the industry headwinds it was facing, our view was that it was underappreciated ...
2024-07-12 05:32:00 ET Summary The L1 Capital Catalyst Fund returned -6.8%1 for the June quarter (ASX200AI -1.1%). The Catalyst Fund’s underperformance during the June quarter was driven by a decline in the prices of key commodities and having no exposure to the Australian ...