L1 Capital

The CIO is watching longer-dated bond yields for signs the market is worried about inflation that could cause an equity sell-off.

Even with the rise in gold prices over the past year, L1 Capital sees further upside on offer - particularly in undervalued gold miners.

L1 Capital's James Hawkins recently conducted a webinar discussing the Catalyst Fund. Here we summarise the highlights of the session.

L1 Capital's Long Short Fund recently turned 10 years old. We sit down with Mark Landau and Raphael Lamm for their latest views on markets.

Financials have had their run according to L1 Capital’s James Hawkins, but he is seeing value in the resources sector.

Activist investing continues to rise in prominence in Australia. In this wire James Hawkins of L1 Capital shares his insights on the space.

Listen to Take Stock with Raphael Lamm, L1 Capital

In this Fund in Focus, L1 Capital International's David Steinthal takes investors through the firm's newest ETMF.

And not just in the current market environment.

And his five tips on picking great global businesses so you can replicate this outperformance yourself.

L1 Capital's Mark Landau shares his top tips for navigating today's market (and his favourite stocks).

Shareholder activism is a powerful, tried and tested investment strategy overseas. It is now accessible here via L1 Capital's Catalyst Fund.

Mark Landau shares why L1 has become cautious recently, along with the levers it can pull to adjust risk whilst still finding opportunities

Last year, L1 Capital invested in a little-known fuel retailer out of New Zealand. At the time, the team thought the company was undervalued and boasted high-quality...

It was Nobel prize laureate Harry Markowitz who famously posited that the "only free lunch in investing is diversification". By this, he meant that diversification...

Mark Landau joins David to discuss his career and as well as the origins of L1 Capital that he founded in 2007 alongside Raphael (Rafi) Lamm. Since starting L1's...

Australia’s top-performing long-short equities manager, had some choice words for global "unprofitable" tech stocks - "that part of the market is a...

L1 Capital’s new Catalyst Fund is unique in several ways, not least that the concentrated portfolio holds just 10 stocks. To find out the three key "gates" each stock...

When it comes to equity market investing, L1 Capital Founders Mark Landau and Raphael Lamm have many bases covered. L1's suite of strategies ranges from their flagship...

A near-perfect environment for cyclical stocks will unfold over the next year, says L1 Capital’s co-CIO Mark Landau. Alongside depressed share prices and “roaring...