Quality and valuation still drive long-term returns
David Steinthal | L1 Capital International | 25 February 2026 | 0.25 CE
It’s a whole new world (again)! Artificial Intelligence is disrupting industries and creating winners, losers, and perceived losers. Sentiment, capital flows, and fundamentals are colliding to create market volatility and investment opportunities – reinforcing that long-term value is created by owning resilient businesses rather than chasing momentum.
Presentation | Filmed 25 February 2026
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About the Faculty
David Steinthal is Chief Investment Officer with L1 Capital International (Sydney)....
