Investments
L1 Capital is committed to providing best-in-class investment products, only offering strategies that we believe can deliver exceptional risk-adjusted returns to investors
The L1 Capital Long Short Fund is an absolute return fund that offers investors a highly diversified portfolio of long and short positions based on a fundamental bottom-up research process. The Fund’s objective is to deliver a net return of at least 10% p.a. to investors (on average over a 5-7 year period) with superior downside protection compared to the stock market.
The L1 Capital Catalyst Fund is a best ideas fund with an activist overlay focused on unlocking value in Australian companies. Applying a hands-on ‘owner’s mindset’, the Fund typically invests in a concentrated portfolio of around 10 stocks that the team believes offer a compelling combination of value and quality with a major positive catalyst to drive investor returns.
The L1 Capital International strategy aims to deliver attractive risk-adjusted returns with capital preservation over a long-term investment horizon. The strategy invests in 20-40 high quality companies in well-structured industries that have aligned management and favourable cashflow-based valuations. The strategy focuses on capital preservation and minimising the downside risk, viewing risk as a permanent loss of capital as opposed to volatility in share prices.
The L1 Capital Global Opportunities Fund applies rigorous fundamental analysis to invest in small to mid-capitalisation securities around the world across the capital structure. It uses macro themes to identify its investment targets then structures its portfolio to have low correlation to common equity and bond benchmarks and downside protection through multi-layered risk management. The Fund has a number of sub-strategies including a) investing in Special Purpose Acquisition Companies (‘SPACs’) where it backs management teams with the potential to make accretive acquisitions; b) taking positions in public market convertible bonds; and c) deploying quantitative and artificial intelligence derived trading signals.
The L1 Capital U.K. Residential Property Fund invests in high-yielding residential assets that aim to deliver strong and growing income, along with significant capital appreciation. The Fund acquires underperforming or undermanaged U.K. property assets outside of London, at a discount, repositions these assets and/or manages them more actively before selling them via break-up to the retail market or as a portfolio to an institutional investor.
