We sat down with Peter, who runs Heng Ren Investments, a concentrated special opportunities fund focused solely on microcap Chinese stocks listed in the US. Peter’s specialty is in the activist investor approach. His strategy aims to unlock the true value of the companies, many of which are viewed as outcasts of the stock market.

Peter talks about how this came to be (unsurprisingly, we played a significant role in this) and why this created opportunities for diligent investors who are not afraid to roll up their sleeves. He also shares an interesting case study of a currently halted stock that might easily jump over 100% once released. At the end of our chat, he shares a long idea which is well worth following.