Hunting for Undervalued Compounders in Asia with Dan Rupp, Founder and CIO of Parkway Capital

My guest on the show today is Dan Rupp, the Founder and CIO of Parkway Capital. After spending many years at a very well-known, Asia-focused investment firm called Overlook, Dan founded Parkway Capital to take advantage of some of the less liquid and smaller-cap opportunities he was consistently unearthing. Dan is the first Asia-only investor we have had on the podcast, and I was excited to speak with him about:

• The types of opportunities he thought he could invest in with a smaller capital base;
• How he is building his team and his asset base;
• The Parkway portfolio, which consists of Compounders, Defensive companies and Deep Value stocks
• Why he is so constructive on the Chinese market right now
• The investment case for Chinese white goods manufacturer, Haier

Dan mentioned a handful of securities on this podcast. I don’t own any of them.

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All opinions expressed by your hosts and the podcast guests are solely their own opinions and do not reflect the opinion of SNN or its affiliates. This podcast is for informational purposes only, it is not investment advice, and should not be relied upon for any investment decisions. We are not recommending the purchase or sale of any securities. The hosts and guests may be beneficial owners of the securities discussed. You should not assume that the securities discussed are or will be profitable.