Isaac Schwartz of Robotti & Company presented his thesis on Mongolia and three associated investment opportunities at Asian Investing Summit 2022.
Isaac discussed Turquoise Hill Resources (Canada/US: TRQ), APU Company (Mongolia: APU), and HS Holdings (Japan: 8699).
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About the instructor:
Isaac Schwartz is a portfolio manager for Robotti & Company Advisors LLC. Isaac seeks to find undervalued stocks around the world. Some of his favorite areas of research are ecommerce, financial services, and Asian frontier markets. Prior to joining Robotti & Company, Isaac worked for Schiff’s Insurance Observer, an investigative journal about the property-casualty insurance industry.