Independently minded publishing

The Model

37 Years Investing in Asian Equities

By Richard H. Lawrence

Hardback £39.99 / $50.00
eBook £28.00 / $38.00
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The Model

37 Years Investing in Asian Equities

By Richard H. Lawrence

Jacket text

Richard H. Lawrence, Jr. founded Overlook Investments in Hong Kong in 1991. Since inception, Overlook has grown at 14.3% per year for three decades—a remarkable record of growth that is testament to a consistent ability to find and invest in Asia’s 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 Overlook’s outperformance. Welcome to The Model .

The Model is composed primarily of stories—of 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, Asia’s finest public company.

A sharp focus is also placed on the constituent elements of The Overlook Model: Overlook’s Investment Philosophy and Business Practices, which add up to Overlook’s Margin of Safety. This analysis of investment theory–how an investment management company should be run–illustrates 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? Overlook’s experiences in Asia reflect the ways that Overlook’s 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 Overlook’s 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 Overlook’s 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?

All proceeds from the sale of the book will go to support Proyecto Mirador, a non-profit that builds fuel-efficient cookstoves in rural communities across Central America.

About the author

Richard H. Lawrence, Jr., is the Founder and Executive Chairman of Overlook Investments Group, which he established in 1991. Overlook is an independent fund management company that invests in a concentrated portfolio of public equities throughout Asia, excluding Japan.

Richard is a director and co-founder of several non-profit organizations with specific focus on climate change mitigation. In 2004 Richard and his wife, Dee, founded Proyecto Mirador Foundation, a non-profit that has built over 330,000 fuel-efficient stoves in rural communities across Honduras and Guatemala. In 2016 the Lawrences founded Cool Effect, a non-profit online platform that enables individuals and Fortune 500 companies to offset their carbon emissions through the purchase of carbon credits from high integrity carbon reduction projects worldwide. In 2017 they established High Tide Foundation, a non-profit organization involved in climate change mitigation.

Richard is Chairman of the non-profit Carbon Mapper, which deploys satellite technology to pinpoint and track point source emissions, particularly methane. In 2021 he helped establish Global Methane Hub with over $225 million in philanthropic funds to support methane advocacy and mitigation.


The Overlook Model
Part One – Bear Markets
Part Two – The Overlook Model
Part Three – Overlook in China from 1985 to 2021
Part Four – The Voices of Overlook
Part Five – The Poster Child
Conclusion: Don't Mess with The Model
The Value of Bear Markets

Published: 08/02/2022
Pages: 296
Formats: hardback - ISBN 9780857199591
ebook - ISBN 9780857199706
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