China Yangtze Power, every mention
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every year anyone Ted Seides 24Richard Lawrence 12
Verbatim, from the transcripts: the passages where China Yangtze Power comes up
Sustainable Investing 6: Richard Lawrence - ESG Integration at Overlook (Capital Allocators, EP.144)
- ▶ 23:57 Richard Lawrence And here we were accelerated along this road through an investment we made about six, seven years ago in a company called China Yangtze power. 6 times in the scene
- ▶ 25:04 Ted Seides As you got deeper into thinking through potential exclusions, seeing situations like Yangtze power, what are some of the more subtle complexities that get involved in making these assessments?
Richard Lawrence – Compounding in Asia (Capital Allocators, EP.21)
- ▶ 5:02 Ted Seides Our conversation starts with a look at investing in Asia in Overlook's early days, and walks through the particulars of the approach Richard takes to investing and running his business, including attractive investment attributes,…
- ▶ 28:44 Richard Lawrence And one in particular we came across and began to really think about, which was a company called China Yangtze Power. 3 times in the scene
- ▶ 52:06 Richard Lawrence But in the last four years, uh, particularly as we began to get into infrastructure typified by China, Yangtze power, we realized that, whereas we had been collecting dollar-weighted valuation characteristics on the portfolio for all these… 3 times in the scene
- ▶ 54:44 Ted Seides Let's dive in a little bit on Chinese AC power, and the whole notion of infrastructure assets, and this was the first name you ever did 22 times in the scene