Profile
Dr. Joseph Lai is a Principal, Portfolio Manager & CIO at Ox Capital Management Pty Ltd.
He is responsible for overseeing the investment process, risk management and management of the portfolios.
Dr. Lai spent 17 years at Platinum Asset Management, in which he was the Portfolio Manager, Head of Asia Equities Research and a member of the Management Committee of Platinum.
On the investment side he was responsible for the management of Asia portfolios and the Asia Team as well as contributing to the idea generation of broader global portfolios.
He was previously covering Healthcare stocks as an Analyst at Morgan Stanley and worked as a Medical Doctor prior to that.
He holds a degree in Master of Business Administration (AGSM), Bachelor of Medicine & Bachelor of Surgery (U Syd) and is a CFA Charterholder.
Joe Lai active positions
| Companies | Position | Start |
|---|---|---|
Ox Capital Management Pty Ltd.
 Ox Capital Management Pty Ltd. Investment ManagersFinance Ox Capital Management Pty Ltd. (OxCap) is a boutique investment manager headquartered in Sydney, Australia. The firm was founded by Joseph “Joe” Lai in 2021. OxCap specializes in emerging market equities for various investors. | Founder | 2020-12-31 |
Former positions of Joe Lai
| Companies | Position | End |
|---|---|---|
Platinum Investment Management Ltd.
 Platinum Investment Management Ltd. Investment ManagersFinance Platinum Investment Management Ltd., trading as Platinum Asset Management (Platinum), is an alternative investment management firm headquartered in Sydney, Australia. The firm was founded in 1994 and is wholly owned by Platinum Asset Pty Ltd., which is a subsidiary of Platinum Asset Management Ltd. (ASX: PTM). Platinum provides investment management services to corporations/business entities, high-net worth individuals, pooled investment vehicles and other investment advisers. | Director of Research - Equity | - |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
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Linked companies
| Private companies | 2 |
|---|---|
Platinum Investment Management Ltd.
Platinum Investment Management Ltd. Investment ManagersFinance Platinum Investment Management Ltd., trading as Platinum Asset Management (Platinum), is an alternative investment management firm headquartered in Sydney, Australia. The firm was founded in 1994 and is wholly owned by Platinum Asset Pty Ltd., which is a subsidiary of Platinum Asset Management Ltd. (ASX: PTM). Platinum provides investment management services to corporations/business entities, high-net worth individuals, pooled investment vehicles and other investment advisers. | Finance |
Ox Capital Management Pty Ltd.
Ox Capital Management Pty Ltd. Investment ManagersFinance Ox Capital Management Pty Ltd. (OxCap) is a boutique investment manager headquartered in Sydney, Australia. The firm was founded by Joseph “Joe” Lai in 2021. OxCap specializes in emerging market equities for various investors. | Finance |
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