LAWRENCE LAM
Funds management
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 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
New growth can stem from the wreckage of the established, writes Lawrence Lam, a principle that also applies to equities. ...
Expert Analysis
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
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
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
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
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...
Expert Analysis
Lawrence Lam explores why not all blue chip stocks are the same and proposes a different way to think about long-term blue chip investing....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...