Dan Rupp, Founder and CIO of Parkway Capital, brings his Asia-focused investment expertise to the conversation. He dives into the potential of smaller-cap companies and why he's optimistic about the Chinese market. Rupp discusses the unique portfolio composition of Compounders and Defensive stocks, while also making a case for Haier, a Chinese white goods manufacturer. He shares insights on strategic fund management, highlighting the importance of capacity limits, and reveals his approach to navigating undervalued assets in Asia.

Dan Rupp, a first-time guest from Parkway Capital, dives deep into investment strategies in Asia, focusing on the unique potential the region offers amidst current market pessimism. He discusses the strategic importance of Hong Kong and the Philippines, highlighting their undervalued opportunities. Rupp contrasts active versus passive investing and unveils Haier's competitive strengths in the white goods market. His journey from corporate finance to launching a fund is an inspiring tale, filled with insights into maintaining a resilient portfolio in volatile conditions.