Li Lu’s 2015 Speech at Peking University

In October 2015, value investor Li Lu spoke to students at Peking University’s Guanghua School of Management on the prospects for value investing in China. He is the founder of Himalaya Capital, which manages a fund that focuses on public securities and privately held companies in both Asia and North America. Berkshire Hathaway vice-chairman Charlie Munger is an […]

Lynas Capital: Value, Growth, Quality

Lynas Capital (Lynas) is an independent fund manager based in Hong Kong. The firm was established by David Devine in 2002. He initially managed a private pilot fund for two years before launching the Lynas Asia Fund. Prior to founding Lynas, Devine was with Overlook Investments for ten years. For more on Overlook, you can see my post here. Devine’s twenty […]