Raghav Mittal (Dhamma Capital): What allocators are getting wrong about India
Raghav Mittal of Dhamma Capital on why India’s index hides its growth, how he checks governance on the ground and how he values fast growers. Transcript.
Asia
Interviews with fund managers based in Asia.
-
-
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.
-
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.
-
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).
-
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.
-
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.
-
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.
-
Africa | Allocators | Americas | Asia | Europe
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…
-
Africa | Allocators | Americas | Asia | Europe
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.
-
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.
