L1 Capital Global Long Short Strategy
The L1 Capital Global Long Short Fund (GLSF) is the next evolution of L1’s award-winning investment approach applying the same team, philosophy and process behind Australia’s best performing Long Short Fund (since inception in 2014)^ to a global investment universe.
L1 Capital Global Long Short Strategy
The L1 Capital Global Long Short Fund (GLSF) is the next evolution of L1’s award-winning investment approach applying the same team, philosophy and process behind Australia’s best performing Long Short Fund (since inception in 2014)^ to a global investment universe.
GLSF targets high-quality, undervalued companies across developed markets, using a disciplined “Quality Value” approach. Backed by over $70 million of founder capital and managed by L1’s Co-Founders Mark Landau and Rafi Lamm, GLSF is designed for investors seeking strong risk-adjusted returns, capital protection in market downturns and true manager alignment.
Video
In this video, Mark Landau, Co-Founder and Co-Chief Investment Officer, provides an in-depth overview of the L1 Capital Global Long Short Strategy (GLSF). Specifically, he discusses:
- Introduction to GLSF (starts at 0:18 minutes)
- GLSF | Same investment process, team and objectives as LSF (2:17 minutes)
- GLSF performance (3:16 minutes)
- GLSF | Protecting capital in down markets (4:16 minutes)
- Leveraging the expertise of L1 Capital investment team (4:25 minutes)
- GLSF | Examples of current investments (4:40 minutes)
- GLSF portfolio positioning (10:55 minutes)
- Alignment of interests (11:44 minutes)
- Why invest in L1 Capital Global Long Short Fund? (12:52 minutes)
Released: November 2025.
This video and the information contained within it is intended solely for wholesale clients and is not intended to be delivered or made available, or relied upon or distributed by, retail clients. You should not view unless you are a wholesale client. To the extent permitted by law, L1 does not accept any responsibility arising in any way relating to the distribution or delivery of the video to retail clients.
Presentation deck
Click here to view the presentation deck for the L1 Capital Global Long Short Strategy.
^ Ranking amongst funds in Zenith Australian Shares – Long Short sector using FE Analytics data as at 30 September 2025. Past performance should not be taken as an indicator of future performance.
IMPORTANT INFORMATION AND DISCLAIMER
L1 Capital has prepared this publication without consideration of the investment objectives, financial situation or particular needs of any individual investor. You should not rely on the opinions, advice, recommendations and other information contained in this publication alone. Past performance should not be taken as an indicator of future performance.
This publication is only made available to persons who are wholesale clients within the meaning of section 761G of the Corporations Act 2001 (Cth). This publication is supplied on the condition that it is not passed on to any person who is a retail client within the meaning of section 761G of the Corporations Act 2001 (Cth).
To the maximum extent permitted by law, L1 Capital will not be liable in any way for any loss or damage suffered by you through use of or reliance on this information. L1 Capital’s liability for negligence, breach of contract or contravention of any law which cannot be lawfully excluded is limited, at L1 Capital’s option and to the maximum extent permitted by law, to resupplying this information or any part of it to you, or to paying for the resupply of this information or any part of it to you.
Information contained in this publication
All performance numbers are quoted after fees. The opinions, advice, recommendations and other information contained in this publication, whether express or implied, are published or made by L1 Capital Pty Ltd (ABN 21 125 378 145), Australian Financial Services Licence (314302), and by its officers and employees (collectively “L1 Capital”) in good faith in relation to the facts known to it at the time of preparation.
L1 Capital has prepared this publication without consideration of the investment objectives, financial situation or particular needs of any individual investor, and you should not rely on the opinions, advice, recommendations and other information contained in this publication alone.
This publication has been prepared to provide you with general information only. It is not intended to take the place of professional advice and you should not take action on specific issues in reliance on this information. We do not express any view about the accuracy or completeness of information that is not prepared by us and no liability is accepted for any errors it may contain.
Copyright
Copyright in this publication is owned by L1 Capital. You may use this information in this publication for your own personal use, but you must not (without L1 Capital’s consent) alter, reproduce or distribute any part of this publication, transmit it to any other person or incorporate the information into any other document.
MSCI
Neither MSCI nor any other party involved in or related to compiling, computing or creating the MSCI data makes any express or implied warranties or representations with respect to such data (or the results to be obtained by the use thereof), and all such parties hereby expressly disclaim all warranties of originality, accuracy, completeness, merchantability or fitness for a particular purpose with respect to any of such data. Without limiting any of the foregoing, in no event shall MSCI, any of its affiliates or any third party involved in or related to compiling, computing or creating the data have any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) even if notified of the possibility of such damages. No further distribution or dissemination of the MSCI data is permitted without MSCI’s express written consent.
