Overlook Investments

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#1
Marc Faber was raving (ok, I exaggerated, he mentioned it) about this fund manager, Overlook Investments Group in his latest GBD newsletter. The interesting fact about this FM is that they are able to resist taking in new capital (especially during boom times) and have a decent mid-teens kind of annualised returns.

I have never heard of Overlook Investments before ..... I searched round and managed to find an interesting summary on Richard Lawrence, founder/owner.

Richard Lawrence (pdf)

Hope VBs can benefit or at the very least get entertained..... Tongue
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#2
Rainbow 
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感恩 26 April 2019 Straco AGM ppt  https://valuebuddies.com/thread-2915-pos...#pid152450
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