Lawrence Lam: ‘The Types of Companies That Attract Me Are Founder-Led and Profitable’

The Long View

Morningstar

Finance, Dan Lefkovitz, Amy Arnott, Entrepreneurship, Investing Leaders, Jeff Ptak, Investors, Christine Benz, Influential Investors, Careers, Long-term Investing, Financial Services, Business, Investing, Morningstar

4.5 • 775 Ratings

🗓️ 19 August 2025

⏱️ 51 minutes

🔗️ Recording | iTunes | RSS

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Summary

An investor and author explains the ‘founder effect.’

Transcript

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0:00.0	In volatile markets, the H.C.M. Byline keeps you grounded. Invest with confidence. Discover Howard Capital Management's funds at HowardCMFunds.com. Stay tactical, not traditional.
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0:50.3	Please stay tuned for important disclosure information at the conclusion of this episode.
0:56.4	Hi, and welcome for the Longview.
0:58.2	I'm Dan Lefkowitz, strategist for Morningstar Indexes.
1:01.0	Our guest this week is Lawrence Lamb.
1:03.3	Lawrence is managing director and founder of Luminary Investment Management based in Melbourne, Australia,
1:08.7	a firm that specializes in founder-led companies globally.
1:12.2	Lawrence is also author of a new book called The Founder Effect.
1:15.8	Lawrence has also been an investment banker, a derivatives consultant, and a financial regulator.
1:20.6	He holds degrees from the University of Melbourne and is a lifetime basketball player.
1:25.5	Lawrence, thanks so much for joining us on The Longview.
1:28.2	Really looking forward to the chat.
1:30.5	Likewise, likewise.
1:31.6	Well, first, I thought it would be good to start off by asking you how you became so interested in founder-led businesses in the first place.
1:37.8	What was kind of the genesis of this specialty?
1:40.8	Yeah, it's a good question.
	...

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