By Gus McCubbing
Publication Date: 2026-02-27 05:00:00
Investors may be looking forward to the blockbuster stock market debuts of U.S. artificial intelligence giants OpenAI and Anthropic, but one local fund manager is already making good returns in a far lesser-known part of the market: Chinese platform and large language model developers.
John So, the co-founder of Melbourne-based VP Capital, which has delivered a healthy return of 15.2 percent per year since 2018, outperforming the S&The P/ASX All Ordinaries accumulation index is up 6.1 percentage points, suggesting other investors are missing out on good bets on the “Chinese AI tigers”.
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