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.
The Case for Energy: An Asymmetric Return Investment
The modern global economy heavily relies on energy, and with the growth of developing economies, especially in Asia, the demand for energy is set to increase.
How this fundie is playing China’s reopening
Joseph Lai joined the Australian Financial Review for a Q&A covering how he’s playing China’s reopening, his mega-cap Asia EM stock pick, and which restaurant you’ll likely find the Ox Capital team for an afternoon wind down. (subscription required)
India – The country with the biggest rising middle class
Given its rapid economic growth, young and vast population base, India has the biggest growing group of middle-class consumers in the world in the coming decade.
The industrial powerhouses of Indonesia and Vietnam
Indonesia and Vietnam are Southeast Asian economies undergoing dramatic economic development. These economies are booming when most economies are seeing a recession in 2023.