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....

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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....

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Expert Analysis

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

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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. ...

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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....

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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....

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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...

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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...

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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

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

1 month 3 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

2 months ago

Interesting. Would be good to know the details of the StrategyOne deal....

2 months ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

2 weeks 2 days ago

Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....

1 week 2 days ago

The FAAA has secured CSLR-related documents under the FOI process, after an extended four-month wait, which show little analysis was done on how the scheme’s cost would a...

1 week ago