About Long Capital View

Experience matters. Judgment matters more.

Long Capital View is an independent institutional investment boutique founded by Richard Liu to help long-horizon investors navigate decisions where portfolio strategy, private markets, risk and governance intersect.

Our perspective

Built from the allocator's side of the table.

Our perspective was formed inside institutional portfolios — where every attractive opportunity must still earn its place against liabilities, liquidity needs, governance capacity and competing uses of capital.

That experience leads to a simple principle: an investment cannot be understood in isolation. Its value depends on what the institution already owns, what it owes, how decisions are made and what may happen when conditions change.

We work with investment leaders and governing bodies who value candour, analytical depth and advice that remains independent of product or transaction incentives.

Founder

Richard Liu

Institutional investment executive · Advisor · Author

More than two decades across institutional portfolio strategy, private markets, investment risk and structured finance.

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Experience

Whole-portfolio judgment. Security-level discipline.

At a leading Canadian pension institution, Richard advised investment committees, senior executives and the Board on portfolio strategy, asset–liability management, liquidity and leverage, manager selection, investment policy and major decisions across private equity, private credit, real estate, infrastructure, venture capital and hedge funds.

Earlier in his career, he worked in structured finance and credit markets. That combination — whole-portfolio judgment and security-level discipline — continues to shape the firm's work.

静观致远
A long horizon is not passive

It is the discipline to look beyond current noise while continuing to test assumptions, incentives and downside.