Dr Joseph Lai
I first came across Dr Lai he was the lead Portfolio Manager of Platinum’s Asia Funds (ex-Japan) and he is highly regarded in his field (note: I am still a current investor in the ASX-listed fund).
To my knowledge, he is one of the few Asia-focused fund managers in Australia that is actually of Asian descent. Born in Hong Kong, Dr Lai came to Australia at a young age, and after becoming a medical doctor, he realised that a career in investing & finance was much more interesting.
He was with Platinum for 17 years, building a successful track record in investing in Asian equities, before deciding to start Ox Capital in 2021.
Ox Capital
Ox Capital Management (OxCap) is an Australian-based boutique investment manager specialising in emerging market equities. OxCap brings together a team of experienced emerging market investors led by Dr Joseph Lai.
OxCap’s investment approach is to identify the immense positive changes taking place in emerging markets and to find companies that benefit from those trends that are trading at a discount to OxCap’s assessment of intrinsic value.
Find out more here: https://www.oxcapm.com/