L1 Capital's Australian Equities Fund has about $1 billion funds under management and has outperformed its benchmark S&P/ASX200 Accumulation by 6 per cent...

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L1 Capital's Australian Equities Fund has about $1 billion funds under management and has outperformed its benchmark S&P/ASX200 Accumulation by 6 per cent annually since 2007. The fund is run by Mark Landau and Rafi Lamm. Lamm spoke to the AFR and shared some of his top tips, which include - Challenger Financial: underappreciated compared to its financial services peers and freight company Aurizon which has a huge opportunity over next five years to improve its profitability through improved contract terms, fleet optimisation and streamlining its cost base. He also believes Seven Group Holdings, which recently announced an earnings downgrade and large job cuts, will bounce back due to its Caterpillar mining truck business. They had really strong new product sales from 2010 to 2014 but the repairs and maintenance earnings will not kick in until 2015, so we think there will be a strong upturn in earnings. (VIEW LINK)


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