Mark Landau, Joint Managing Director and Chief Investment Officer at L1 Capital, is familiar with protecting against the downside. His Long Short Fund has outperformed the ASX200 in every market sell off since it launched in September 2014. Show More
Alternative asset manager Fortress has just received a takeover offer at a significant premium to its prior trading price. PM Capital Portfolio Manager John Whelan discusses why PM Capital recently began building its stake in Fortress, how its investment process identified the stock, and what the takeover may reflect for... Show More