In This Video: Alpha Uncovered | Counterwave (Part 2 of 2): Secular Growth Opportunities in Korea
#growth #korea #alpha #secular
Filmed on 14 Mar 2024 (Part 2 of 2)
Part 1:
https://youtu.be/j91JPcHiB2E
Convo with Jason Park, Portfolio Manager, Counterwave
hosted by Alvin Fan, CEO, of OP Investment Management @opim_hk
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In this interview with Counterwave Fund PM Jason Park, he discusses secular growth opportunities emerging in Korea. He identifies trends benefiting Korean companies from increasing geopolitical tensions driving decoupling from China in areas like green energy infrastructure and semiconductors. Park also highlights Korea's leadership in robotics and defense. He explains how focusing on catalyst-driven investments in secular growth themes has helped identify cheap companies poised for a narrative change. The interview touches on plans to grow the team as assets increase. This provides insights into Counterwave's investment approach and views on compelling long-term opportunities developing in Korea across industries like EVs, semiconductors, robotics, and defense.
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0:00 - Intro
0:07 - Secular and Thematic Opportunities
6:12 - Challenges for Foreign Investors & Organizational Updates
8:49 - Disclaimers
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