About Us

Founded in 2021, Ox Capital Management (OxCap) brings together a team of experienced emerging market investors led by Dr. Joseph Lai.
Dr. Lai is joined by fellow Principals Douglas Huey and Alan Zhang, and analyst Kate Goodwin. The team collectively have over 50 years’ experience investing in emerging market equities.

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.

“I started Ox Capital Management with a mission to deliver stellar returns for our investors. I have had the privilege and responsibility to manage money for clients for over 17 years investing in emerging markets. I believe now more than ever that emerging markets are unusually undervalued.”

– Dr Joseph Lai, Founder and Chief Investment Officer. Read Dr Lai’s letter to potential investors here.

Our Name

Oxen are the hard workers in the background, intelligent and reliable, but never demanding praise.

In the Chinese Zodiac, 2021 is the year of the Ox. Coincidentally, several of our team members were born in that Zodiac year. For us, the name evokes “a sense of service”. The ox is a hard-working helper, reliable and trustworthy. This reflects our team’s commitment to being a sensible and intelligent custodian of our clients’ capital.

Our Partner

Fidante forms long term alliances with talented investment teams to support and grow specialist investment management businesses. Through these strategic partnerships, Fidante is able to provide investors with some of the world’s most compelling investment strategies.

Providing a broad range of integrated services to OxCap, Fidante frees up the OxCap team to focus on what we do best: investing and managing assets.