Capital Allocators – Inside the Institutional Investment Industry cover image

Richard Lawrence – Overlook Investments Group (First Meeting, EP.03)

Capital Allocators – Inside the Institutional Investment Industry

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From Early Lessons to Investment Philosophy

This chapter chronicles the speaker's journey into investing, starting from their teenage years influenced by a family member's finance career. It highlights pivotal experiences, including their time in Venezuela and Asia, leading to the establishment of a value investment philosophy rooted in strong business fundamentals and management integrity. The discussion also addresses the evolution of investment strategies in Asia, particularly during economic crises, emphasizing transparency and communication in maintaining investor confidence.

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