Founded in 2007 by Raphael Lamm and Mark Landau, L1 Capital has established itself as a leading independent investment manager delivering exceptional risk-adjusted returns. Raphael Lamm serves as Co-Chief Investment Officer and Joint Managing Director, bringing 18 years of experience in funds management, including five years at Cooper Investors prior to founding L1 Capital. Mark Landau co-founded the firm alongside Lamm and serves as Co-Chief Investment Officer. The firm remains majority-owned by its founders and staff, ensuring strong alignment between management and investor interests. The company has evolved into a global investment manager with offices in Melbourne, Sydney, Miami, and London. The management team demonstrates significant skin in the game, investing most of their personal wealth alongside clients in their funds, while prohibiting personal share trading for all staff members.

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L1 Capital employs a fundamental, research-driven approach that incorporates rigorous valuation analysis, qualitative considerations, and extensive direct engagement with industry participants and management teams. The investment philosophy centers on conducting bottom-up company research to identify mispriced securities, with the fund holding long or short stock positions (or derivatives) to profit from identified mispricings. The Long Short Equities Team combines valuation methodologies, primarily discounted cash flow analysis, with qualitative considerations to identify attractive investment opportunities. The portfolio typically comprises 40-80 positions across a wide range of sectors and themes, providing diversification while maintaining concentrated exposure to the highest conviction ideas. The fund's investment approach leverages three strategic advantages and employs three strategic levers actively to generate returns based on market and investment insights, providing a competitive advantage within the long-short investment sector.

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