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Episode Description:

Richard Lawrence is the Executive Chairman of Overlook Investments, a leading value-oriented investment firm in Asia that he founded in 1991. Richard was an early guest on the show telling Overlook’s story, and that conversation follows in the feed.

Over the years, Richard grew passionate about the environment and ESG principles, and quietly integrated them in Overlook’s research process starting a decade ago. Our conversation covers the ESG integration lens at Overlook. We discuss stories of early governance challenges in Asia and the development of modern finance technology, social issues related to the quality of businesses, and environmental considerations of excluding industries, reporting challenges, principles, and tradeoffs. We close with Richard’s philanthropic work on climate change and in the closing questions, his take on US-China relations.

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All opinions expressed by Ted and podcast guests are solely their own opinions and do not reflect the opinion of the firms they represent. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.