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.

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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. Specifically he discusses:
- L1 Capital | Business overview (starts at 3.15 minutes)
- L1 Capital | Core beliefs (4.12 minutes)
- L1 Capital | Investment philosophy (5.00 minutes)
- L1 Capital Funds | Investment-led culture (5.58 minutes)
- L1 Capital Global Long Short Strategy (6.51 minutes)
- GLSF performance (8.06 minutes)
- GLSF | Protecting capital in down markets (8.29 minutes)
- GLSF | Same investment process, team and objectives as LSF (9.17 minutes)
- Examples of current GLSF investments (10.16 minutes)
- GLSF portfolio positioning (15.42 minutes)
- Alignment of interests (16.29 minutes)
- L1 and its founders have already invested ~$70 million into ASX: PMC (17.45 minutes)
- Why invest in L1 Capital Global Long Short Fund? (18.42 minutes)
Released: August 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 June 2025. Past performance should not be taken as an indicator of future performance.
Information contained on this page
The opinions, advice, recommendations and other information contained on this page, 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 contains general financial product advice only. Past performance is not a reliable indicator of future performance.
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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 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.
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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.