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    L1 Capital's Long-Short Value Strategy Decoded

    36 min
    |
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    Feb 18, 2026
    FinanceBusinessEconomics

    Discover how Australian hedge fund L1 Capital achieved 20.7% annual returns since 2014 using their unique long-short value investing approach that profits in both rising and falling markets.

    L1 Capital's Long-Short Value Strategy Decoded

    Best quote from L1 Capital's Long-Short Value Strategy Decoded

    “

    L1's success comes from understanding businesses better than the market does, by conducting thousands of company meetings annually with competitors, customers, and suppliers to gain a complete 360-degree view of an industry.

    ”

    This audio lesson was created by a BeFreed community member

    Input question

    Value Investing based on the methods employed by L1 Capital, the Australian hedge fund

    Host voices
    Lenaplay
    Milesplay
    Learning style
    Deep
    Knowledge sources
    The little book of hedge funds
    Little Book of Bull's Eye Investing
    Margin of Safety
    Better Than Alpha
    More Money Than God
    Falcon Method

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    Part of a Learning Plan

    Learn Hedge Fund Equity Idea Generation

    Learn Hedge Fund Equity Idea Generation

    LEARNING PLAN

    Learn Hedge Fund Equity Idea Generation

    3 h 10 m•4 Episodes

    Key Takeaways

    1

    L1's Market-Crushing Secret Revealed

    0:00
    0:14
    0:29
    0:34
    0:52
    0:58
    2

    The Quality Value Philosophy That Changes Everything

    1:15
    1:28
    1:31
    1:48
    0:34
    2:11
    2:14
    2:31
    2:39
    2:54
    2:55
    3:13
    3:23
    3:39
    3:52
    4:07
    4:10
    4:29
    4:33
    3

    The Research Machine Behind Billion-Dollar Returns

    4:51
    5:04
    5:18
    5:25
    5:40
    5:46
    6:04
    6:09
    6:25
    0:34
    6:53
    1:31
    7:16
    7:26
    7:41
    4:10
    8:05
    8:14
    4

    The Long-Short Advantage in Action

    8:28
    8:40
    8:55
    8:56
    9:09
    4:33
    9:32
    9:40
    9:56
    9:59
    10:16
    10:22
    10:38
    0:34
    10:58
    11:04
    11:20
    11:32
    11:45
    11:55
    5

    Global Expansion and the GLSF Strategy

    12:13
    12:26
    12:45
    4:33
    13:04
    13:13
    13:30
    4:10
    13:52
    13:57
    14:11
    4:33
    14:27
    14:42
    15:00
    15:09
    15:20
    15:30
    15:47
    4:10
    6

    Risk Management Through Market Cycles

    16:08
    16:21
    16:33
    1:31
    16:51
    16:59
    17:12
    4:33
    17:31
    17:37
    17:50
    4:10
    18:09
    10:22
    18:29
    4:33
    18:48
    18:58
    19:09
    19:16
    19:28
    4:33
    7

    The Catalyst Fund and Activist Approach

    19:55
    20:09
    20:24
    4:33
    20:43
    20:45
    21:02
    21:09
    21:22
    21:27
    21:41
    21:47
    22:00
    22:07
    22:19
    22:22
    22:37
    22:48
    23:01
    4:10
    23:21
    4:33
    8

    Learning from L1's International Success

    23:45
    14:42
    24:18
    24:25
    24:38
    4:33
    25:00
    4:10
    25:22
    25:28
    25:42
    25:46
    25:57
    26:00
    26:15
    14:42
    26:38
    26:45
    26:59
    27:04
    27:18
    27:25
    27:39
    4:33
    9

    Practical Lessons for Individual Investors

    28:00
    28:13
    28:28
    4:33
    28:51
    28:57
    29:13
    29:16
    29:28
    29:35
    29:49
    10:22
    30:12
    4:10
    30:32
    30:37
    30:49
    4:33
    31:07
    31:12
    31:29
    4:10
    31:46
    31:53
    32:04
    32:09
    32:24
    11:32
    10

    Wrapping Up the L1 Capital Masterclass

    32:34
    32:49
    33:05
    33:21
    33:34
    33:53
    34:13
    4:10
    34:46
    35:03
    35:16
    35:36
    35:50
    4:10
    36:12

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