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L1 Group (ASX:L1G), the fund manager formed through L1 Capital's reverse takeover of Platinum Asset Management, has rallied strongly. In December 2025, Investors Mutual reported L1 Group rose 59% in the quarter following its merger with Platinum, describing it as a relatively new position. Tyndall and Wilson Asset Management both rated L1 Group a buy, with Tyndall participating in an equity raising and Wilson noting the team has proven it knows how to make money. Blackwattle held L1 Group after its Platinum shares were converted under the reverse takeover. L1 Group operates in the Financials sector within the Capital Markets industry, and Thesis Tracker has captured 4 comments from 4 fund managers, including Investors Mutual, Tyndall, Wilson and Blackwattle. Founded in 1994 and headquartered in Melbourne, L1 Group manages long-short equities, global equities, catalyst and other strategies through L1 Capital and the former Platinum business.
Company figures as of 15 Oct 2026. For information only.
Fund managers including Blackwattle Investment Partners, Tyndall Asset Management, Wilson Asset Management and Investors Mutual Limited have invested in L1 Group Ltd (ASX:L1G).
Managers highlight the value created by the merger with Platinum, a strong track record of investment performance and the opportunity to grow funds under management, according to Investors Mutual, Tyndall and Wilson.
The available commentary is positive, though L1 Group must integrate Platinum and reverse its outflows, and earnings depend on performance fees.
Founded in 1994 and headquartered in Melbourne, Australia, L1 Group Ltd. is a global fund manager. The firm specializes in diverse investment strategies, including long/short equities, global and regional equities, real assets, and alternative investments. L1 Group serves a broad client base, including superannuation funds, offshore pension funds, asset consultants, private wealth firms, financial advisers, family offices, and high-net-worth, wholesale, and retail investors.
General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.
11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.