On the Couch with Mark Landau CIO of L1 Capital

In this weeks' special 'On the Couch', we catch up with Mark Landau, the CIO of Long Short Fund (LSF) and the Co -Founder of L1 Capital. As many of you will know, we have been big supporters of LSF ,and have done extremely well out of this LIC which we first started buying in 2020 at a 30% discount to its NTA. Since then the stock has risen from 100c to 280c. Although the discount has closed, we remain very keen on the fund and their way of doing things. Having chatted to Mark, it is clear LSF should be on every investors radar.  Plenty of great ideas and brilliant advice on the investment process. About Mark Landau Mark is a Joint Managing Director & Chief Investment Officer of L1 Capital. Since co-founding L1 Capital in 2007, Mark has jointly managed the L1 Capital Australian Equities strategy and the L1 Capital Long Short strategy. The Australian Equities strategy has been one of the top decile performing large cap Australian Equities funds since launch in 2007 according to Zenith (Annual Survey, June 2020). Building on this success, L1 Capital launched the Long Short strategy in 2014, which has delivered net returns of greater than 25% in 5 out of the 6 calendar years it has been running. Prior to founding L1 Capital, Mark worked at Invesco Australia as an Investment Analyst in the large cap Australian Equities Fund and an Investment Manager in the Invesco Smaller Companies Fund. Mark holds a double degree in Commerce and Economics from Monash University, is an active CFA charterholder and is a Fellow of FINSIA.   CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST