Lawrence Lam

Funds management

Lumenary makes first direct China investment

Lumenary Investment Management has made its first direct investment into China via an education company as the fund reduces its reliance on the US....

Features

The power in staying small

The common perception is that growth in assets under management is the goal of a fund, Liam Cormican writes, but many boutique firms are keen to stay small and nimble....

Expert Analysis

An all-terrain equities portfolio

New growth can stem from the wreckage of the established, writes Lawrence Lam, a principle that also applies to equities. ...

Expert Analysis

The art of selling

As more retail investors enter the market, Lawrence Lam writes, it is as important for people to know when to sell a stock as when to buy it. ...

Expert Analysis

Learning from endowment funds

Lawrence Lam explores how leading sovereign wealth and university endowment funds are positioning their portfolio and what retail investors can learn from them....

Expert Analysis

Searching for the source of alpha

The quest for alpha is an eternal part of equities investing, Lawrence Lam writes how founder-led companies can help in the search for outperformance....

Expert Analysis

When turnarounds work

The potential for a company in turnaround process is rich with opportunity, writes Lawrence Lam, so what clues can investors look for to determine those with an optimisti...

Expert Analysis

Profiting from the 'G' in ESG

Lawrence Lam explores how ESG is critical to sustainable outperformance, where should we focus our research efforts, and some practical ways to profit from companies with...