The White Oak Capital group provides investment management and advisory services for Indian equity, underpinned by strong investment values that aim to deliver tangible results for all stakeholders over the long-term. Besides segregated managed accounts for leading global institutions, White Oak offers investment services through a wide array of fund vehicles domiciled in India, Ireland, Mauritius, and the UK to individual and institutional investors in India and worldwide. White Oak has investment research teams based in India and Singapore, and additional sales and distribution offices in Switzerland and the UK. White Oak’s performance-first investment culture is founded upon the four pillars: stock selection-based philosophy, high calibre research team, disciplined analytical process, and balanced portfolio construction framework.
SPECIALTY CHEMICALS: OPPORTUNITIES UNFOLDING FOR INDIA
As per a recent CRISIL report, capex by specialty chemicals is expected to rise by 50% in FY22. This reflects the strong potential of India’s specialty chemicals sector as domestic manufacturers are emerging as credible suppliers to companies globally.
Our investment culture comprises of four pillars – a high-calibre investment team, a bottom-up stock selection philosophy, a disciplined process underpinned by proprietary analytical framework, and a balanced portfolio construction approach that ensures alpha is a function of stock selection. Each of the pillars is aligned to one another and combined forms a potent tool for stock selection.
We have a simple bottom-up stock selection philosophy - outsized returns are earned over time by investing in great businesses at attractive values. This philosophy has two elements – business and valuation. We seek to invest in companies which present the most powerful combination of business and valuation.
The objective of our portfolio construction approach is to ensure that alpha is driven by stock selection and is not overwhelmed by non-stock specific risk factors over any reasonable time period