Successful bottom-up investing requires a disciplined approach, detailed research and an independent thought process to deliver sustainable outperformance.
Our three key principles are:
L1 Capital invests in high quality businesses trading well below their intrinsic value. Our investment process combines discounted cash flow valuation with qualitative considerations such as management quality, industry & company structure and business trends to identify attractive investment opportunities.
The core of the investment approach is a high level of interaction with a wide range of market participants. This enables us to generate the most complete fundamental, bottom- up assessment of each investment opportunity.
L1 Capital is a signatory of the Principles for Responsible Investment and committed to incorporating environmental, social and corporate governance issues into our investment analysis and decision-making processes.
To find out more about the Principles for Responsible Investment visit www.unpri.org