Скачать или смотреть Breaking ground: Joseph Lai's first portfolio additions

Setting up a new fund is a time of joy and nervous anticipation. Deciding on a new name, hiring talented investors and moving into a swanky office are all sources of excitement, but nothing quite beats breaking ground with the first few additions to your portfolio.

Joseph Lai, Chief Investment Officer at Ox Capital, is in such a place after 17+ years managing the Asian strategy as Platinum Asset Management.

“When I scan the market, most of the emerging markets are cheap so there are a lot of interesting ideas, the only market that is expensive is India… What we look for are good long term themes at attractive prices.”

In this Expert Insights video, Joseph runs through his investment theses for two emerging markets' stocks with massive potential. The first capitalises on healthcare trends in the well-regulated nuclear imaging and therapy market, whilst the second leverages increasing consumption habits for luxury goods in domestic China.

Getting off to a strong start is pivotal for any fund, and Joseph is sticking to his guns with an approach that prioritises well-managed businesses, a quality growth runway driven by long term thematics and not having to "pay-up".

You can access a transcript here: https://www.livewiremarkets.com/wires...