L1 Capital

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...

To say that the past year has been a good one for investors in L1 Capital’s Long Short Fund (ASX:LSF) would be an understatement. Investment returns and the share...

L1 Capital’s founders tapped the collective wisdom of vaccine companies from around the world in pandemic-proofing their portfolio. CIOs Mark Landau and Raphael Lamm...

L1 Capital is perhaps best-known for its listed investment company, which made headlines for all the wrong reasons when it launched almost exactly three years ago. ...

Australian property investors are accustomed to negative yields – giving rise to our love affair with negative gearing. But the opposite is true in the U.K.’s major...

While Australian residential property investors might be used to negative gearing – when costs exceed rental income – the situation is very different elsewhere. In the...

In 2016, Kee Gan approached Mark Landau and Rafi Lamm, the co-founders of L1 Capital, with a unique investment proposition. London based Gan had uncovered some...

Kee Gan explains how property assets with yields of 7-9% are being found across the UK as Brexit fears have reduced competition for certain assets. Kee also covers...

Last month, we set out why the worst performing funds in recent times can be amongst the winners in the future. In summary, Research Affiliates showed that the top 10%...

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...

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...

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...