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institution1997–present

Himalaya Capital Management

Disciplines:
value investing
history/asia
investing/concentrated portfolio
investing/long-term

Summary

Value investing firm founded by Li Lu in 1997 — which applies Buffett/Munger frameworks to Asian and global equities — and which counts Charlie Munger as its most significant outside investor.

Core Contribution

Applies the most rigorous Western value investing framework to Asian equities — concentrated positions, long holding periods, focus on business quality — generating returns that made Charlie Munger trust Li Lu with significant personal capital.

Historical Influences

Li Lu

Intellectual Lineage

Li Lu New York originAsia focus

Contemporaries & Peers

Nomad Investment Partnership

Minds Influenced

Asian value investingInternational value investing community

Intellectual Posterity

Himalaya Capital Charlie Munger investment

Discussing

Himalaya Capital Management

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