Jul 6, 2026 – 5.00amInvesting in VP Capital is not for the faint-hearted. The Melbourne-based boutique hedge fund has a history of stonking wins and brutal losses.That’s primarily because it makes aggressive bets on broad thematics, whether it be Chinese AI start-ups, Australian uranium plays, or US tech. It means it can get whole chunks of its portfolio very right or very wrong.Subscribe to gift this articleGift 5 articles to anyone you choose each month when you subscribe.Subscribe nowAlready a subscriber? Fetching latest articles
Inside this Melbourne hedge fund’s high-risk, high-reward strategy
VP Capital’s John So has made a motza betting on Chinese tech companies, but also got pummelled by some ASX medtech names. Here’s where he’s looking next.
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