About Li Lu

Education

Li Lu's educational journey shaped his value investing philosophy. Born in Tangshan, China, he survived the 1976 earthquake that killed over 240,000, leading to a self-reliant mindset.[15][13] He studied at Peking University before immigrating to the US, earning simultaneous degrees from Columbia College (BA '96), Business School (MBA '96), and Law School (JD '96), studying under value investing pioneer Bruce Greenwald.[3][18][22] His talks at Columbia and Peking University highlight temperament and insight as keys to investing success.[2][14][18]

Finance/Investing

Li Lu champions concentrated value investing, holding few high-conviction positions—recently 75% of Himalaya's US portfolio in just three stocks, with top 5 comprising 94%.[20][30][35] He stresses understanding businesses deeply, enduring turbulence, and learning from Munger and Buffett.[1][4][19] Early investments built his track record pre-Himalaya; recent moves include adding Crocs.[5][29][34] In China-focused talks, he adapts value principles to emerging markets.[3][18]

Social Impact

Li Lu's philanthropy reflects gratitude and commitment to education. He donated $15M for Columbia Law School's library renovation after a donor withdrew, resulting in the 50,000 sq ft Li Lu Law Library.[22][24][25][26][31][32][33] He hosted COVID-19 discussions with Chinese experts, showing proactive crisis response.[11]

Entrepreneurship

Li Lu views investing through an entrepreneurial lens, praising founders with resilience like his own post-earthquake survival.[6][12][16] He links entrepreneurship to value investing, emphasizing long-term compounding and adaptability.[4][8]

Music/Arts

No direct content on music or arts appears in available sources; potential gap in public profile.