Overlook Investments is a Hong Kong-based investment advisory and asset management firm with licences spanning securities, futures, and corporate finance advisory. The firm is best known for managing the Overlook Partnerships, a long-term, concentrated equity fund focused on high-quality Asian businesses, founded by Richard Lawrence. Its client base primarily consists of institutional investors and sophisticated family offices seeking long-horizon, conviction-based equity management. Overlook is distinctive for its low-turnover, fundamental investment philosophy and strong long-term track record in Asian equities.
Licensed headcount
Active licence holders · monthly snapshot
Where talent comes from
Source firms · arrivals 2003–present
Where talent goes
Destination firms · departures 2003–present
Regulated activities
Country of origin · active staff
Inferred from name · current members only
People
| Name ↕ | CE# ↕ | Joined ↓ | |
|---|---|---|---|
| CHEN Kai 陳凯 Asset Mgmt | AZN559 | 2026-04-14 | |
| DOLTON Samuel Robert James Asset Mgmt | BVO450 | 2024-11-18 | |
| WANG Xiaoxi 王小溪 Asset Mgmt | AZJ489 | 2023-06-30 | |
| LIN Yinhao 林崟浩 Asset Mgmt | BTW464 | 2023-06-30 | |
| LAM Shun Hei, Samantha 林淳羲 Asset Mgmt | BRV231 | 2023-06-27 | |
| TAN Peck Lim Asset Mgmt | AZY648 | 2020-01-09 | |
| FOONG Leon Ie 馮良怡 Asset Mgmt | AON828 | 2015-10-06 | |
| SQUIRE James St. John AdvisingAdv.FuturesAsset Mgmt | ABM486 | 2007-07-24 | |
| LAWRENCE JR Richard H 羅蘭士 AdvisingAdv.FuturesCorp FinanceAsset Mgmt | AAJ719 | 2003-04-01 |
Top competitors by talent overlap
Score combines talent flow volume, regulatory activity overlap (Jaccard), and business similarity (embeddings). Higher = more competitive overlap.