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About Us
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Related Links
Five Accomplished Alumni To Receive 2012 John Jay Awards
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Chinese Version
of Poor Charlie’s Almanack

Chinese
Foreword by Li Lu (pdf)
Li Lu’s John Jay Award Acceptance
Speech
March 7, 2012
Order Online: China, Outside of China
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Himalaya Capital was founded by Mr. Li Lu in
late 1997. We embrace the value investment principles of Benjamin Graham,
Warren Buffett and Charles Munger, and primarily
focus on investment opportunities in Asia and North America, both in
publicly traded securities and privately held companies. We aim to achieve
superior returns by investing in companies with substantial “economic moat”
and great growth potential for the long term. For example, we have been a
significant shareholder of BYD for more than 10 years. The principle
investment partnership we manage is a continuation of a fund that has been
in operation since January 1, 1998.
In our early days, we also have been
actively invested in venture companies with disruptive technology and/or
innovative business models. Today, we still do some venture investing from
time to time. Examples of our early investments include: Capital IQ (now a
division of Standard & Poor’s), Navic
Networks, (now part of Microsoft’s integrated digital TV services), and Knovel (a leading technical information provider for
engineers and scientists, now part of Reed Elsevier).
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