StarZero All shows Try the podcast clipper →

Richard Lawrence

Founder & Executive Chairman, Overlook Investments Group · 2 appearances on the record.

computed by AI from the episodes · how this works → · full disclaimer →

investorfounderexecutiveauthoroverlookinv.com ↗

In 1991, Lawrence founded Overlook Investments, an investment management company investing in public equities across Asia (ex-Japan) that has compounded capital for over three decades. He is the author of The Model: 37 Years Investing in Asian Equities and co-founded several climate change non-profits, including the Proyecto Mirador Foundation and Cool Effect.

51statements → 16claims → 12claims resolved → 75%fully supported → 4.02/5average certainty → 1.92/5average debate potential → ≈4.5/5argument clarity, estimated → 4said about them ↓

9 supported 1 partly supported 2 contradicted 4 not checkable as stated how the 16 claims stand · each chip opens the sources

16 assertions · 4 opinions · 14 insights · 16 disclosures · 1 what if · every statement was checked. The predictions and assertions are the 16 claims: statements the public record can support or contradict. 12 are resolved, and 4 name no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Richard argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable supported claim

Assertion Supported
Grantham study: Fossil fuel divestment cost less than 0.5% in performance
“Jeremy Grantham put out a document three or four years ago that said there was almost no cost to that exclusion. Okay, and this was when the divestment move really happened. People were extremely concerned about just the divestment point of view. So he went fr…”
Richard Lawrence Jun 25, 2020 ▶ 22:56 Sustainable Investing 6: Richard Lawrence - ESG Integration at Overlook (Capital Allocators, EP.144)

Their most notable contradicted claim

Assertion Contradicted
Studies show capital-weighted fund returns lag time-weighted returns by 7.5%
“And so it's been documented that if a fund has a, say, for example, a 10% time weighted return, the studies have shown that the capital weighted returns about two and a half.”
Richard Lawrence Aug 14, 2017 ▶ 47:39 Richard Lawrence – Compounding in Asia (Capital Allocators, EP.21)

Expressed certainty vs assessment result

none yet certainty 1
none yet certainty 2
100% certainty 3
72% certainty 4
100% certainty 5

weighted support: a fully supported claim counts one, a partly supported claim counts half. Each filled bar is clickable and opens exactly those claims; "none yet" means nothing said at that certainty level has resolved yet

How they sound: not measured why? →

We measure speaking style by listening to the audio itself, and a fair number needs at least 2,000 words from one person on tape we have measured. There is too little of Richard Lawrence on measured tape to publish a rate. This says nothing about how they speak.

Everything Richard Lawrence said on Capital Allocators that made the record, most notable first. Filter by type, assessment or year in the ledger →

Disclosure
Overlook's largest LP suffered a 60% drawdown before making hundreds of millions
“Well, my largest investor left right before it really hit in June of I replaced him, and then calmly took my new largest investor down by 60%, but then they came back in with additional capital, and, you know, we made them hundreds of millions of dollars after…”
Richard Lawrence Aug 14, 2017 ▶ 21:45 Richard Lawrence – Compounding in Asia (Capital Allocators, EP.21)
Disclosure
Overlook Group has held its position in TSMC for roughly 17 years
“We've owned TSMC now for over seven, well, probably 17 years.”
Richard Lawrence Aug 14, 2017 ▶ 24:22 Richard Lawrence – Compounding in Asia (Capital Allocators, EP.21)
Disclosure
Overlook visits 400 companies yearly, analyzes 30-40, and buys three to five
“One of them is we visit 400 companies a year. We do analysis on 30 to 40, and we end up buying three or four or five.”
Richard Lawrence Aug 14, 2017 ▶ 31:53 Richard Lawrence – Compounding in Asia (Capital Allocators, EP.21)

The other half of the tape: Richard Lawrence's own voice is left out of every number here. Other people bring the name up 3 times in 2 episodes on Capital Allocators. 1 statement on the record names them. every mention, with the transcript →

Who brings them up most Louis-Vincent Gave 2Ted Seides 1

Statements about Richard Lawrence, by other people (1)

Opinion
Gave: Richard Lawrence is the best emerging markets equity manager in generations
“Richard Lawrence, who is, for me, the ultimate emerging market guy. He's probably the best equity guy in emerging markets in not one, but two or three generations.”
Louis-Vincent Gave Oct 10, 2022 ▶ 9:16 Louis-Vincent Gave – The Case for Emerging Markets (Capital Allocators, EP.275)

Every mention by year

tap a year for its mentions
0021322022episodesmentions
0122022episodes it came up in
000.811.522022episodesmentions per episode
2022 3 mentions in 2 episodes 2 per episode

Appearances (2)

EpisodeDateSpeaking time
Sustainable Investing 6: Richard Lawrence - ESG Integration at Overlook (Capital Allocator Jun 25, 2020 33m
Richard Lawrence – Compounding in Asia (Capital Allocators, EP.21) Aug 14, 2017 43m
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 700 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.

Try the podcast clipper Learn more