Meet the Team

Principal, Portfolio Manager and Chief Investment Officer

Joseph is responsible for overseeing the investment process, risk management and management of the portfolios.

Joseph spent 17 years at Platinum Asset Management, in which he was the Portfolio Manager for the Platinum Asia Fund, 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. Joseph 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.

Principal and Portfolio Manager

Douglas has been investing since 1996. He joined Platinum Asset Management upon graduation. He started his career covering Asia, before shifting his focus to the technology sector globally. His coverage shifted back to Asia in 2014 when he joined the Platinum Asia team. He joined PM Capital in 2018 as a Portfolio Manager. He covered a diverse range of sectors while he was with PM Capital. Douglas has navigated through multiple market cycles in his time.

He holds a Bachelor of Commerce (Finance) and a Bachelor of Law degree from the University of New South Wales.

Principal and Portfolio Manager

Alan was born in China and educated in Australia, and has been investing for over five years. Given the local networks and cultural/linguistic advantages (English & Chinese, including multiple dialects), he takes on the responsibilities for China, Northern Asia, and new economy. With his mathematical and programming skills, he also supports the team with idea generation and risk management.

Prior to OxCap, Alan worked at Platinum Asset Management in the Asia team, where he made several successful investments like Meituan, Li Ning, Kingsoft, etc. before they were discovered. Before his journey in equities investing, he had experiences from Citi’s trading desk and Huatai’s FICC division, primarily developing hedging strategies and derivatives pricing. While completing his degree, he was also teaching economics and econometrics at UNSW.

He holds a Bachelor of Actuarial Science and a Bachelor of Commerce degree from the University of New South Wales.

Analyst

Kate is responsible for evaluating equities across Emerging Markets with a focus on Consumer, Internet and New Technology sectors. Additionally, Kate is the OxCap ESG champion, responsible for oversight of ESG for the funds, alongside Dr Joseph Lai.

Kate spent over 4 years at Bank of America, most recently in their Global Commercial Banking team as a Treasury Associate. In this role, she ran a portfolio of US-headquartered multinational clients, directing client prospecting and execution of transaction banking services in Australia. Prior to this, she interned at Citi in their Investment Banking Division.

Kate holds a Bachelor of Commerce and a Bachelor of Economics from the University of New South Wales.

Analyst

Jesse is responsible for evaluating equities across Emerging Markets with a focus on India.

Jesse grew up in India and completed his tertiary education in Australia. He maintains strong local networks and linguistic advantages as he is well versed in Hindi and Punjabi. Prior to Ox Capital, Jesse spent over 3.5 years at EY where he worked across a portfolio of infrastructure, health, private equity and advanced manufacturing clients in an assurance and advisory capacity.

Jesse holds a Bachelor of Commerce (Financial Services and Accounting) from the University of Canberra and is a full member of Chartered Accountants Australia and New Zealand (CA, ANZ).

Portfolio Strategist

Jeff is the Portfolio Strategist at Ox Capital. His role is to assist the Ox management team with the investment process including macroeconomic analysis and top-down idea generation across emerging market equities.

Jeff spent over 11 years at Goldman Sachs in the Global Investment Research division in the United States and Australia. Most recently, he was a lead analyst covering the property sector for Australia and New Zealand.

Jeff holds a Bachelor of Science in Business Management from Brigham Young University’s Marriott School of Business with an emphasis in Finance where he was on the Dean’s List during the Finance Core curriculum.