Why this global manager backed L1 with $50m

About this episode

Greg Dean discusses the current state of equity markets and his investment strategies, including a significant stake in L1 Group.

Equity markets are in the middle of what Greg Dean calls “the world’s most uncomfortable rotation." In this episode, the founder of Langdon Equity Partners explains why AI may not be the real story, why high-margin businesses can be more vulnerable than they appear, and how he’s positioning his portfolio, including a 7.6% stake in L1 Group and a decision to reinvest in Johns Lyng after its take-private.

People in this episode

Guest: Greg Dean

Topics covered

• equity markets
• investment strategy
• AI in investing
• high-margin businesses
• portfolio management

Keywords

• equity markets
• investment
• AI
• high-margin businesses
• portfolio

Mentioned in this episode

Organizations: Langdon Equity Partners, L1 Group, Johns Lyng

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