At the end of last week, Bruce Greenwald, the founding director of the Heilbrunn Center for Graham and Dodd Investing at Columbia Business School, sat down for a Fireside Chat with Li Lu, the founder and chairman of Himalaya Capital as part of the 13th Columbia China Business Conference.
The chat spanned many different topics, including Greenwald asking Lu if there were any strategies that he believed he employed that were different from other investors.
Research is the key to success
Finding companies that have an enduring competitive advantage is the biggest challenge Lu and his team face on a daily basis.
Greenwald wanted to know if there were any strategies the fund manager deployed that were different from other investors, which were responsible...
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