Investing by the Books #25 Richard Lawrence: The Model

Investing By The Books

2022-06-27

22:15

Richard Lawrence is the founder of Overlook Investments and one of the best investors in Asian equities over the last three decades. We discuss Richard's book "The Model", with his best lessons from bear markets, Overlook's successful investment philosophy, his thoughts on investing in China, and the art of selling. A must-listen for every fund manager and private investor aiming to outperform the market over the longer term.

EP

NS

Eddie Palmgren

Niklas Sävås

Episode Notes

Richard Lawrence founded Overlook Investments in Hong Kong in 1991 and the fund has since then beat the market by 6.5 percentage points per year. At the time of recording, June 10th, 2022, Overlook held more than USD 6 billion in assets.

A special thanks to our friends at Next Gen Investors Endowment and Daniel Phua at Foord Asset Management for connecting us with Richard Lawrence.

We welcome all suggestions of interesting authors, books, investors, and voracious readers. Connect on Twitter.

Books/Periodicals Mentioned

  • The Model – Richard Lawrence
  • Pioneering Portfolio Management – David Swensen
  • The Buffett Partnership Letters
  • The New Money Masters – John Train
  • The Outstanding Investor Digest
  • One Up On Wall Street – Peter Lynch
  • The Investor’s Anthology – Charles Ellis
  • Classics II: Another Investor’s Anthology – Charles Ellis
  • Margin of Safety – Seth Klarman
  • The Investor’s Equation – William Bowen and Frank Ganucheau
  • The Mind of Wall Street – Leon Levy

More on Richard Lawrence

The Model: https://themodel.com/

Email: rlawrence@themodel.com

Overlook Investments: https://overlookinv.com/

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Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis.

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Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality. Learn more about Redeye

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