Built in the Downturn: Nick Leitl on Lauching LSN into the Downturn and Delivering through it

On the latest episode of Vantage Point Podcast, Nick Leitl joinsus to discuss the journey from fund manager to co-founder of LSN Capital Partners and what it takes to build and grow an investment business from the ground up.Drawing on more than two decades in markets, including 16 years managing money at K2 Asset Management, Nick reflects on launching a fund in a challenging environment, how LSN's investment process has evolved over the past four and a half years and the lessons learned along the way. We also explore why management quality sits at the centre of LSN's investment philosophy, how the team approaches sector allocation and capacity management and a candid investment mistake where a compelling macro thematic ultimately couldn't overcome poor execution at the company level.