Lawrence Lam

Author, Professional Investor & Founder

[Lawrence Lam @lawrencelam_org]

Australia is growing, ageing and transferring wealth between generations.

For younger investors, the environment is changing: housing costs, digital platforms, AI and new asset classes.

But fundamentals still matter: incentives, time horizon, risk, valuation and compounding.

[Lawrence Lam @lawrencelam_org]

17% of Australians have Asian heritage - a strength for our future with Asia. The Asian-Australian Voices program celebrates this by amplifying leaders shaping Australia’s next chapter. #AsianAustralianVoices

[Lawrence Lam @lawrencelam_org]

Singapore now has 2,000+ single-family offices, up 43% in a year, each managing about US $800 million. Built on trust and accountability, Singapore’s zero-tolerance laws (even caning for scam offenders) keep its financial system clean and credible.
#WealthManagement #FamilyOffice

[Lawrence Lam @lawrencelam_org]

My latest piece in the Australian Financial Review explores why big corporates drift while founder-led firms keep compounding.

It’s not bad luck — it’s boardroom bias, incentives, and the speed to act when others hesitate.

https://t.co/Y36OcjFlBf

[Lawrence Lam @lawrencelam_org]

96% of ASX 200 CEOs got a bonus in 2024. Is that performance — or just inevitability? I explore the missing piece of pay design in Capital Brief.

https://t.co/dq7iNMikt7

[Lawrence Lam @lawrencelam_org]

ESG kept coming up in Brisbane. Despite the headlines, interest hasn’t faded — especially in the “G”. Governance is decision-making, and wealth creation depends on accuracy + speed. Just ask Canva, which in 13 years overtook Telstra and Coles.

#investmentstrategy

[Lawrence Lam @lawrencelam_org]

In London this week for investor meetings. Nothing like bike riding to get to know a place.
#london #thefoundereffect #founderledinvesting

[Lawrence Lam @lawrencelam_org]

Founder ownership mindset shapes decisions, teams, capital allocation, translating into alpha.

I joined Morningstar US on The Long View to discuss traits investors can spot.

Spotify
https://t.co/Gjtei840iM

Apple
https://t.co/2vyHY7RpAw

[Lawrence Lam @lawrencelam_org]

Over 15 yrs, diversified equity portfolios with risk controls saw 25–30% less drawdown vs concentrated ones. In March we launched the Lumenary Diversified International Fund—designed for lower volatility and global alignment, while backing strong leadership.
Website for more info

[Lawrence Lam @lawrencelam_org]

Australia is one of few countries with a trade surplus with China — a rare dynamic we celebrated at ChAFTA’s 10-year anniversary. China’s trade growth is clear. At Lumenary, we’ve backed founder-led firms like BYD and Anker.
#ChinaTrade #FounderLed #ChAFTA #AsiaInvesting

[Lawrence Lam @lawrencelam_org]

Audiobook is out! Available on all audiobook platforms.
Thanks to the team at @WileyGlobal and @RBmediaCo for making it sound great.

[Lawrence Lam @lawrencelam_org]

A recent piece I wrote for @australian dives into themes from The Founder Effect—including a great conversation with Chemist Warehouse co-founder Jack Gance. His insights on growth, ownership, and execution are worth the read.

[Lawrence Lam @lawrencelam_org]

Thanks to Hongbin Jeong and the team at MoneyFM and SPH Media for having me on air and engaging with such a thoughtful audience.

[Lawrence Lam @lawrencelam_org]

I discussed this mindset on national radio with 89.3 @moneyfm893 — and why Singaporean investors are drawn to founder-led companies. Thanks to Hongbin Jeong & team for the great chat.
Link: https://t.co/MQdcgYt0iO #MoneyFM893 #FounderLed

[Lawrence Lam @lawrencelam_org]

Singapore just began construction on Changi Airport Terminal 5 — boosting capacity from 90M to 140M passengers. It’s a 50% leap, driven by long-term vision. Generational thinking like this mirrors how founder-led companies plan for decades, not just quarters...

[Lawrence Lam @lawrencelam_org]

When a city doubles, productivity per person rises 15%. When a company doubles, it often falls.
Great to spend time with Nick Reece at Melbourne 2050. This is what long-term thinking looks like.
Proud to see it in action.
#Melbourne2050 #TheFounderEffect #cityofmelbourne

[Lawrence Lam @lawrencelam_org]

Not all founders are created equal.
Some are visionaries. Others are bottlenecks in disguise.
My latest piece in the Australian Financial Review tackles the big question: how do you tell the difference?
https://t.co/8nS9jvAAjj

[Lawrence Lam @lawrencelam_org]

Glen James, easily the loosest host I’ve ever recorded a podcast with - and honestly, that’s what made it such a cracking conversation 😂

Episode link:
https://t.co/HfxZcvJHj5

@moneymoneymoney

[Lawrence Lam @lawrencelam_org]

Had a great conversation with Jeremy McKeown recently — his latest piece dives deep into founder-led companies, and how to incorporate skin in the game into investment decisions. Worth a look.
Podcast: https://t.co/roFRGabmv2
Jeremy's article: https://t.co/9wuuci0lrr

[Phil Muscatello | Shares & Stocks for Beginners @phil_muscatello]

Finding Founders For Fun. Latest episode with @lawrencelam_org
https://t.co/Jly8WmqWyx