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

Compounders Podcast

CHAPTER

Strategic Investment Insights in Asia

This chapter provides an overview of Parkway Capital, highlighting its founding principles rooted in sustainable business practices and targeting undervalued securities in Asia. The discussion includes the investment team's systematic approach to narrowing down opportunities, with a specific focus on the alcohol sector and various market dynamics in countries like Hong Kong and China. It also addresses the implications of shifting US interest rates on their investment strategies and the firm's diverse expertise in managing a complex Asian market.

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