Welcome to Ox Capital Management
Ox Capital Management (OxCap) is an Australian-based boutique investment manager specialising in emerging market equities. Founded in 2021, OxCap brings together a team of experienced emerging market investors led by Dr Joseph Lai.
We aim to deliver consistent outperformance by investing in high quality, undervalued, well-run companies that are leveraged to the vast growth opportunities and long-term trends arising out of emerging markets.
Our diverse and highly collaborative team have over 50 years’ experience investing in emerging markets.
Our robust investment process is supported by our proprietary risk management model (MOAT).
We seek to find new opportunities high quality, undervalued, well run companies in Asia and emerging markets.
We are index agnostic and constantly curate the portfolio for best ideas.
Our latest insights on investment markets and press coverage.
Brazil’s Bountiful Harvest: A Wealth of Promising Opportunities in 2024
The recent reduction in Brazil’s notably high 14% interest rate presents compelling investment opportunities, fuelled by the potential for economic growth through the recovery of essential commodities.
China undertaking “QE”, US rates peaking
The Chinese government’s rapid policy easing, including a reported RMB1 trillion pledged supplemental lending, signifies a renewed commitment to quantitative easing (QE) and bolsters confidence in economic recovery, presenting attractive opportunities for investors with OxCap well-positioned to benefit.
China Property: Has the “Grey Rhino” been tamed?
China’s government actively deflated the property market bubble aiming to stabilise the economy. Recent data indicates signs of market stabilization.
Fund managers go bargain hunting in China
Speaking at the Fidante Equities Symposiums, Joseph Lai shared his views on the opportunities arising in the Chinese market.