We are a global, independent investment manager founded in Melbourne, Australia in 2007. We take pride in being owned by our senior staff, led by our founders, Raphael Lamm and Mark Landau. Our dedicated team is committed to providing our investors with top-tier investment products that deliver exceptional risk-adjusted returns. Our clients include large superannuation funds, pension funds, asset consultants, private wealth firms, financial planning groups, family offices, high net worth individuals and retail investors.
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* Ranking in FE Analytics Australian Shares universe as at 31 December 2023.
^ Based on full year Fund performance versus published universe of ranked funds as at 14 January 2022.
† Net performance as at **DATE** for L1 Capital Long Short Fund – Monthly Class, inception date 1 September 2014. Past performance should not be taken as an indicator of future performance.
‡ Net performance as at 31 January 2024.
§ Data as at 31 January 2024.
** The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (Zenith) rating assigned to L1 Capital Catalyst Fund (Jun 23) referred to in this document is limited to General Advice (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at http://www.zenithpartners.com.au/RegulatoryGuidelines