ORYX INTERNATIONAL GROWTH FUND LTD - Introduction to Oryx International Growth Fund Ltd and Portfolio review

In this episode, we examine Oryx International Growth Fund Ltd., focusing on their investment strategy and impressive returns in the challenging AI sector. With over 60% of their portfolio in this space, the fund has achieved a compound annual return of 10.6%, significantly outpacing the AI index's decline. Their approach is characterized by aggressive activism, taking substantial stakes in small-cap companies, often pushing for management changes to drive value. Additionally, Oryx trades at a roughly 30% discount to its net asset value, presenting a potential buying opportunity. Join us in this episode and gain insights into Oryx’s unique methodology and the broader implications for the UK small-cap market.