The Model: 37 Years Investing in Asian Equities

Richard H. Lawrence, Jr. founded Overlook Investments in Hong Kong in 1991. Since inception, Overlook has grown at 14.3% per year for three decadesa remarkable record of growth that is testament to a consistent ability to find and invest in Asias best companies. This raises two important questions: How did Overlook achieve its success; and how can Overlook best ensure future success? Now, in a level of detail never before disclosed, Richard and the Overlook executive team turn the lens inward to analyse The Overlook Model. They describe the philosophies, practices and people that drive Overlooks outperformance. Welcome to The Model . The Model is composed primarily of storiesof the people, companies, executives and events that have punctuated three decades at Overlook. There are stories of success, but also stories of problems and failure. This is how Overlook learned and grew. The two principal stories are a pulsating case study of the voracious 1997/98 Asian Crisis; and an extended review of TSMC, Asias finest public company. A sharp focus is also placed on the constituent elements of The Overlook Model: Overlooks Investment Philosophy and Business Practices, which add up to Overlooks Margin of Safety. This analysis of investment theoryhow an investment management company should be runillustrates how Overlook is able to say with confidence that it can nearly guarantee delivery of outperformance to its investors. And where would Overlook be without China? Overlooks experiences in Asia reflect the ways that Overlooks methods of investing have succeeded while Asia grew and matured over the past three decades. For this reason, The Model contains a series of chapters charting Overlooks path in China. Finally, the Overlook executives provide a series of delightful chapters including The Art of Selling; an interview with Jeffrey Lu Minfang; a panel discussion on Overlooks home city of Hong Kong; and thoughts on ESG. The Model is a celebration of three decades of success in investing in Asia. It gives Richard Lawrence, along with James Squire, Leonie Foong and William Leung, the opportunity to answer: Just how did Overlook do it; and can Overlook keep doing it in the future? See more