L1 Capital

L1 Capital is a global investment manager with offices in Melbourne, Sydney, Miami and London. The business was established by Raphael Lamm and Mark Landau in 2007 and is majority owned by its founders and staff. The team is committed to offering clients best of breed investment products through strategies that include long-short equities, international equities, activist equities, global convertible debt and U.K. residential property funds. L1 Capital manages money for a range of clients including large superannuation funds, pension funds, asset consultants, financial planning groups, family offices, high net worth individuals, wholesale and retail investors.

Website

http://www.L1.com.au

External link for L1 Capital

Industry

Investment Management

Company size

11-50 employees

Headquarters

Melbourne, Victoria

Type

Privately Held

Founded

2007

Specialties

Investment Management, Australian Equities, Long Short Equities, International Equities, Hedge Funds, UK Residential Property, and Funds Management

• Primary

  Level 45, 101 Collins St

  Melbourne, Victoria 3000, AU

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• Level 32, 1 Farrer Place, Governor Phillip Tower

  Sydney, NSW 2000, AU

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• 1688 Meridian Avenue, Level 6

  Miami Beach, FL 33139, US

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• Level 13, 33 Cavendish Square

  London, W1G 0PW, GB

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• Mark Landau

• Clifford Fernandes

• James Hawkins

• Doron Kur

• L1 Capital

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  L1 Capital's Investment Team is growing! We are seeking an Investment Analyst to join our Long Short Fund and Global Long Short Fund investment team, based in Melbourne. This role is ideal for an analyst who is passionate about equity markets, enjoys the intellectual challenge of investment research and is deeply curious on how businesses operate. The ideal candidate is an independent thinker with strong analytical skills. The role is Melbourne-based and international or interstate applicants are expected to relocate. If this opportunity resonates with you, or someone you know, please apply here: https://lnkd.in/gdFb7Z3Y Mark Landau Raphael Lamm Amar Naik Andrew Levy Andrew Lin Doron Kur Yizhou Hu Mihali Stamatis Tom Crowhurst Lubos Polakovic James Douglas James Hawkins Julian Russell Joel Arber Chris Clayton Aman Kashyap Hugo Brettingham-Moore Alejandro Espina Isabel Rothe Jeffrey Lau Allan Evans Clifford Fernandes David Redford-Bell Gene Varano #Hiring #L1 #LongShort #Hedgefunds #Research #Alpha

  Investment Analyst – Melbourne – Global Long Short Equities

  L1 Capital, Melbourne, Victoria, Australia

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• L1 Capital

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  L1 Capital invites you to join the upcoming L1 Capital Long Short Portfolio webinar on Thursday November 20 at 11am (AEDT). In this session, Mark Landau and Rafi Lamm (Co-Chief Investment Officers), together with Amar Naik (Head of Research), will share a comprehensive update on the Fund, including what has driven the Fund’s strong 2025 result (31.0% YTD to end-October vs 11.9% for the ASX 200 Accumulation Index), key shifts in portfolio positioning, insights into core investment themes and the outlook for 2026. They will also provide an update on the launch of the Global Long Short Fund and the formation of L1 Group following the Platinum merger. Register here: https://l1.capital/4pEkcHS CPD hours are available, and a replay will be accessible on demand for all registrants. L1 Capital Platinum Asset Management Mark Landau Raphael Lamm Amar Naik Andrew Levy Andrew Lin Doron Kur Yizhou Hu Mihali Stamatis Tom Crowhurst Lubos Polakovic James Douglas James Hawkins Julian Russell Joel Arber Chris Clayton Aman Kashyap Hugo Brettingham-Moore Alejandro Espina Gene Varano Jeffrey Lau Allan Evans Bryce Leyden Clifford Fernandes David Redford-Bell #L1 #LSF #longshort #research #performance #alpha

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• L1 Capital

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  L1 Capital invites you to join the upcoming L1 Capital International Strategy webinar on Tuesday November 25 at 11am (AEDT). CPD hours are available to attendees. Since its inception in March 2019, the L1 Capital International (Unhedged) Active ETF has returned 15.5% p.a. (net of fees), achieving top quartile returns in the Morningstar peer group over 3 years, 5 years and since inception.* During this webinar, David Steinthal (Chief Investment Officer, L1 Capital International) will provide an update on the investment environment, positioning of the L1 Capital International Strategy and key takeaways from the recent results season. https://l1.capital/3JW5N9H David Steinthal David Silverman Gaston Amoros Jeffrey Tse Chris Clayton Aman Kashyap Hugo Brettingham-Moore Alejandro Espina Jeffrey Lau Gene Varano Allan Evans Bryce Leyden Clifford Fernandes David Redford-Bell #L1 #globalequities #investing #investmentresearch #equities *Ranking in Morningstar peer group "Australia – Equity World Large Blend” as at 31 October 2025.

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• L1 Capital

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  Over the past 3 years the L1 Capital International (Unhedged) Active ETF has returned 24.5% p.a. outperforming the Benchmark by 2.0% p.a. We invite you to read the latest quarterly report where David Steinthal (CIO, L1 Capital International) shares his views on the current investment environment, including the impact of the President Trump administration, continuation of a ‘K-shaped’ economy and whether Artificial Intelligence is a Boom or Bubble. David Steinthal Jeffrey Tse Gaston Amoros David Silverman Joel Arber Chris Clayton Aman Kashyap Hugo Brettingham-Moore Alejandro Espina Jeffrey Lau Allan Evans Bryce Leyden Clifford Fernandes David Redford-Bell Gene Varano #L1 #globalequities #investing #investmentresearch #equities

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  The L1 Capital Long Short Fund returned 13.4% for the September quarter (ASX200AI 4.7%), taking performance for the calendar year to 28.1% (ASX200AI 11.5%). Over the past 5 years, the portfolio has returned 21.5% p.a. (ASX200AI 13.0% p.a.). In our September quarterly report, we provide our views on the outlook for equity markets and portfolio positioning. We also include a sector spotlight on uranium, outlining the positive outlook for the industry and which company is best placed to benefit. Raphael Lamm Mark Landau Amar Naik Andrew Levy Andrew Lin Doron Kur Mihali Stamatis Tom Crowhurst Yizhou Hu Lubos Polakovic James Douglas James Hawkins Joel Arber Chris Clayton Aman Kashyap Hugo Brettingham-Moore Alejandro Espina Jeffrey Lau Allan Evans Bryce Leyden Clifford Fernandes David Redford-Bell Gene Varano

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  We invite you to read the latest quarterly report from the L1 Capital Catalyst Fund where James Hawkins provides an update on the drivers of this quarter’s strong portfolio performance and on where we see intrinsic value to be unlocked at Australia's largest freight operator Aurizon. James Hawkins Raphael Lamm Mark Landau Amar Naik Andrew Levy Andrew Lin Doron Kur Mihali Stamatis Tom Crowhurst Yizhou Hu Lubos Polakovic James Douglas Joel Arber Chris Clayton Aman Kashyap Hugo Brettingham-Moore Alejandro Espina Jeffrey Lau Gene Varano Allan Evans Bryce Leyden Clifford Fernandes David Redford-Bell

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• L1 Capital

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  Recently at Livewire Live 2025, L1 Capital’s Mark Landau shared his views on elevated market valuations and where he sees opportunities ahead. Tune in below to watch the full discussion, including Mark’s insights on why global markets offer better value than Australia, why gold remains a sector full of opportunity and why copper remains a key long-term winner: https://l1.capital/48zTZnx Livewire Markets Mark Landau Raphael Lamm Chris Clayton Aman Kashyap Hugo Brettingham-Moore Alejandro Espina Jeffrey Lau Gene Varano Allan Evans Bryce Leyden Clifford Fernandes David Redford-Bell #L1 #LongShort #Hedgefunds #Research #Alpha

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• L1 Capital

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  Following the completion of our merger with Platinum Asset Management, we are proud to launch L1 Group Limited (ASX:L1G). This new chapter brings together two leading investment managers to create one of Australia’s leading investment houses, with proven and experienced investment teams that conduct high quality, independent company and industry research. Learn more: www.L1Group.com.au L1 Capital Platinum Asset Management #L1Group #L1G #FundsManagement #Investing

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• L1 Capital

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  We are thrilled to share that the L1 Long Short Fund (ASX: LSF) has been awarded Best Listed Alternative Investment Product at the 2025 Hedge Funds Rock and the Australian Alternative Investment Awards. This recognition is a testament to the hard work and dedication of our investment team and their ongoing focus on delivering strong long-term results for our investors. We would like to thank the Alternative Future Foundation and the judging panel for this honour and we congratulate all the other winners and nominees. Learn more about the L1 Capital Long Short Fund: https://l1.capital/4mwNsO1 L1 Capital Platinum Asset Management Raphael Lamm Mark Landau Amar Naik Andrew Levy Andrew Lin Doron Kur Yizhou Hu Mihali Stamatis Tom Crowhurst Lubos Polakovic James Douglas James Hawkins Joel Arber Chris Clayton Aman Kashyap Hugo Brettingham-Moore Alejandro Espina Jeffrey Lau Allan Evans Bryce Leyden Clifford Fernandes David Redford-Bell Gene Varano #L1 #Returns #Alpha #Research #Invest #LongShort

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  Mark Landau

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  Given there has been a significant amount of news at L1 in recent months, Rafi and I thought it would be a good opportunity to provide a broad business and Funds update. We are extremely excited about the opportunities we are seeing across the business, the performance of our Funds and the upcoming launch of our Global Long Short Fund. As always, don’t hesitate to contact anyone at L1 if you’d like any more information. L1 Capital Platinum Asset Management Raphael Lamm Joel Arber Chris Clayton Aman Kashyap Hugo Brettingham-Moore Alejandro Espina Jeffrey Lau Gene Varano Allan Evans Bryce Leyden Clifford Fernandes David Redford-Bell

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