Dan Rupp - Building Parkway Capital

About this episode

Dan Rupp discusses his journey in launching Parkway Capital amidst challenging market conditions and shares insights on investment strategies and fund management.

I spoke with Dan Rupp , founder and CIO of Parkway Capital , about what it means to leave a respected institution, launch a fund in the teeth of an Asian bear market, and build an investment business from scratch. Dan launched Parkway in 2024, when sentiment in Hong Kong and across much of Asia was still deeply depressed, but he was unusually confident that the opportunity set was improving. That made this a good moment to explore not just his investment views, but how starting Parkway has sharpened his thinking about the craft and business of investing. We discuss what Dan wanted to build at Parkway that he could not build at Overlook, why a smaller size opens up parts of the market that larger firms cannot easily access, and how his process has evolved now that it is live and supported by a growing team. He explains how Parkway narrows a huge Asian universe into an actionable set of ideas, how tools, scorecards and AI fit into the workflow, and why human judgment still matters most when assessing management, correlation, risk and portfolio fit. We also talk about the business side of running a fund: marketing, time allocation, culture, delegation, and the challenge of being…

People in this episode

Host: Graham Rhodes

Guest: Dan Rupp

Topics covered

• investment strategy
• fund management
• market analysis
• entrepreneurship
• Asian markets

Keywords

• Parkway Capital
• Dan Rupp
• investment business
• Asian bear market
• fund management
• entrepreneurship
• market opportunities

Mentioned in this episode

Organizations: Parkway Capital, Overlook

Places: Hong Kong, Asia