Himalaya Capital Management LLC

Overview

Himalaya Capital Management LLC is a private investment firm founded in 1997 by Li Lu, focusing on value investing in publicly traded companies in Asia and North America. The firm aims to achieve superior returns by being long-term owners of high-quality companies with substantial economic moats, strong growth potential, and trustworthy management. Some of its holdings date back to its inception over two decades ago. The firm's investment strategy is rooted in the value investing principles of Benjamin Graham, Warren Buffett, and Charles Munger. It primarily focuses on publicly traded companies in Asia and North America, seeking businesses with durable competitive advantages and capable management teams. The firm has a history of making significant investments in companies such as BYD Company and Kweichow Moutai. Himalaya Capital's client base consists mainly of university endowments, foundations, family offices, individuals, and pension plans. The firm operates with a partnership structure that is generally closed to new partners but selectively holds discussions with referrals from current partners. Its investment philosophy emphasizes discipline, patience, and a long-term perspective, aiming to build a seamless web of deserved trust among its investors, co-workers, investee companies, and business partners.

Investment Focus

• Qualified Purchasers
• Accredited Investors

Portfolio Companies