Co-Founder + CEO | Gavekal
Louis-Vincent Gave co-founded Gavekal as an independent macro research firm in Hong Kong along with his dad Charles and friend Anatole Kaletsky in 2002.
The starting premise for Gavekal was that China was set to become a vital economic and financial force in the world, yet most foreign investors were stumped when thinking through the global financial implications of China’s rise.
In 2005, Louis launched Gavekal’s money management operation and launched the first Gavekal UCITS fund—the Gavekal Asian Opportunities UCITS fund—which he has co-managed since then with Alfred Ho. Gavekal today manages some $1.6 billion in funds and strategies on behalf of institutional and high net worth clients. As the Chief Executive Officer, Louis is the only Gavekal staff member with responsibilities on both the research and money management side of operations.
Louis has written five books, and his latest, Too Different for Comfort (2013), explores four global themes: the macro-consequences of the age of robotics, the reasons behind the low velocity of money around the world, the coming collapse in oil prices, and whether the RMB could grow to become a reserve currency in its own right.
Before founding Gavekal, Louis worked as an equities analyst at Banque Paribas in Singapore, Hong Kong, and London. He was also a second lieutenant in the French mountain infantry and received a Bachelor’s degree from Duke University with a double major in History and Economics and a minor in Mandarin (which he once spoke half decently). Louis is fluent in French and English, and is very rusty in Spanish.