Himalaya Wealth Managers

Profile

Himalaya Wealth Managers is a wealth management firm headquartered in Seattle, founded by Li Lu in 1997. Li Lu attended Columbia University, where he simultaneously received his BA, JD, and MBA. Himalaya embraces the investment principles of notable investors such as Benjamin Graham and Warren Buffett. The firm’s team primarily focuses on investing in publicly traded companies in Asia and North America. They distinguish themselves by aiming to be long-term owners of high-quality companies with substantial economic moat and growth potential.

Himalaya Wealth Managers recently launched the Himalaya SME Scheme-I, targeting growth-stage small and medium enterprises (SMEs) in India. The fund focuses on sectors such as aerospace and defence, industrial automation, healthcare and life sciences, agri tech and food processing, electronics and semiconductors, renewable energy, and electric vehicles. With a target fund size of $52 million and an investment philosophy emphasizing governance and strategic guidance, Himalaya aims to address the equity capital gap for promising Indian SMEs.

Himalaya’s portfolio includes various sectors, with investments in companies excelling in renewable energy and technology sectors. They have had success ensuring these companies scale sustainably through operational support and strategic guidance. However, specific company names in their portfolio were not detailed in the available information.