Dan Rupp (Parkway Capital): Why do you like Haier D shares?
It was great to welcome Dan Rupp of Parkway Capital as a first-time guest on the podcast! We chatted about his investing approach.
Asian investors
In this category and archive you can find more about Asian investors we have interviewed.
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Xin Wu (Banyan Partners): Why do you like Andon & Gongniu?
Xin Wu is one well performing Chinese manager many do not know. We had the pleasure to chat with him about his investing approach.
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Chan H. Lee & Albert H. Yong (Petra Capital Management): Why are Youngone & Hyundai interesting?
Chan H. Lee and Albert H. Yong of Petra Capital Management on Korean governance, activism and why they like Youngone and Hyundai Motor (2024).
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Axel Krohne (Krohne Capital): Investing in Africa and other emerging markets?
Axel Krohne is the head of Krohne Capital. Here we have discussed how he is investing in Africa and other emerging markets.
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Fabian Erismann (Earth Resource Investment Group): Are copper & nickel mining stocks a chance to profit from the green transition?
Fabian Erismann of Earth Resource Investment Group on copper and nickel mining, the green transition, mine costs and how he judges junior explorers.
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Gokul Raj P. (Bavaria Industries Group): Special situations, rights issues and tender offers
Gokul Raj P. (Bavaria Industries Group) explains how he invests in special situations: rights issues, tender offers and spin-offs in India.
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Joel Cohen (MITIMCo): What is MITIMCo looking for in emerging managers?
Joel Cohen, MITIMCo “The lower the cost base, the more margin of safety you have there.” [00:15:40] Key facts Joel Cohen looks for unconventional managers…
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Patrick Maurenbrecher, Claudine Innes & James Ferguson: What do allocators look for in emerging managers?
Patrick Maurenbrecher, Claudine Innes and James Ferguson on what allocators look for in emerging managers, at the RV Capital allocator panel 2022.
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Dennis Hong (ShawSpring Partners): How do you define ecosystem control?
Dennis Hong & Rob Vinall had a talk on the evolution of ShawSpring Partners, the idea of ecosystem control and more mental models.
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Dave Nangle (VEF): How does Creditas contribute to VEF’s success?
Dave Nangle, CEO of VEF, on competition for fintech deals, the discount to NAV, Russia and the cases for Creditas and Konfio (2022).
