Australian boutique investment manager, Ox Capital Management (OxCap), has launched an emerging market (EM) fund focused on Asian equities.
The Ox Capital Dynamic Emerging Markets Fund will comprise a portfolio of 30 to 50 stocks across sectors and countries but with a concentration on Asia ex-Japan.
OxCap was launched in June this year by Guernsey-based investment firm Fidante Partners as an emerging market fund manager, led by Joseph Lai.
Lai, a former portfolio manager with Platinum Asset Management, will also run the new fund, along with fellow principals Douglas Huey and Alan Zhang.
The fund will look to outperform the MSCI Emerging Markets Net Total Return index, and, according to Lai, it is based on the belief that emerging markets are “unusually undervalued”.
“Over 70% of global growth and 60% of the world’s GDP comes from emerging markets, yet it accounts for just 13% of the MSCI ACWI Index,” said Lai.
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