Market Wipeouts Explained
Richard reflects on the devastating impact of the 1997-98 emerging market crisis, highlighting the rapid decline in equity values and the collapse of confidence. He shares his experience managing a long-only portfolio during this tumultuous period, revealing how strategic investments in undervalued companies ultimately led to recovery and growth. The discussion underscores the importance of resilience and adaptability in the face of market turmoil.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Richard Lawrence – Overlook Investments Group (First Meeting, EP.03)
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