Many ASX-listed telcos have been struggling in recent years. A combination of rising rates, industry competition, and the introduction of the NBN, have made lives difficult for many operators. Mark Landau, Joint Managing Director and Chief Investment Officer at L1 Capital, says there’s one ASX telco he’d be happy to... Show More
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
Over the next three years, infrastructure spending in Australia is set to rise from $6 billion per year to $16 billion per year. Mark Landau, Joint Managing Director and Chief Investment Officer at L1 Capital, explains that they’ve got excellent visibility on spending “out to 2020 and beyond” due to... Show More