Why Choose White Oak?

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.

Products

We seek to maintain a balanced portfolio which fits extremely well with our bottom-up stock selection philosophy. Our current strategies are:

Blog

BNPL- Taking The World By Storm! | 11th August 2021

Last week, Square decided to acquire Afterpay for $29 billion. Afterpay began operations in Australia in October 2014 and got listed in May 2016 at a valuation of $125 million. It is one of the pioneers in the “Buy Now Pay Later” or BNPL space.

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Investment
Culture

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.

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Investment
Philosophy

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.

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Portfolio
Construction

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

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Media Center

Article
17September2021
White Oak Capital group gets Sebi nod to become sponsor of Yes Mutual Fund
Video
16September2021
Where Should You Put Your Money In The Mkt? Fund Manager Prashant Khemka Answers
Article
16September2021
India offers the highest alpha generation potential in the world: Prashant Khemka
Article
19September2021
White Oak Capital group gets Sebi nod to become sponsor of YES Mutual Fund