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

WHAT IS THE SCOPE OF AIF IN YOUR OVERALL PORTFOLIO?

When it comes to investing, most people generally think of investing in traditional investments such as bonds, cash, and equities, among others. There is another type of investing beyond traditional investments, called alternative investments.

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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

It is crucial to stay fully invested at all times with a bottom-up approach to investing in great businesses at attractive valuations
Article
1stNov2022
ET Markets
Prateek Pant
Prashant Khemka Shares His Thoughts On The Current Market
News
31Oct2022
Economic Times
SIP Note
Prashant Khemka Shares His Thoughts On The Current Market
Video
28Oct2022
CNBC TV18
Prashant Khemka
Prashant Khemka in conversation with Udayan Mukherjee discussing markets on Business today
Video
27Oct2022
Business Today
Prashant Khemka
Prateek Pant talks about banking and consumer sectors for better returns in a Diwali special episode at Jagran Business
Video
24Oct2022
Jagran Business
Prateek Pant
How US recession and dollar appreciation will impact India stock market
Article
18October2022
Economic Times
Aashish Somaiyaa
Aashish Sommaiyaa for Diwali Special show on Zee Business
Video
12October2022
Zee Business
Aashish Somaiyaa
Aashish Sommaiyaa for the show ‘India on the Move’ on CNBC TV18
Video
11October2022
CNBC TV18
Aashish Somaiyaa
Is there a best date for SIP investment? Here's what WhiteOak Capital data reveals
Research
06October2022
CNBC TV18
Market Outlook with Zee Business
Video
23September2022
CNBC Awaaz
Prashant Khemka
Mr. Aashish Sommaiyaa on ET Now for the show Newsroom.
Video
21September2022
I see us as an investor and channel partner focused AMC, which believes that the products we make will be good for investors and hence we must strive to make yourself present wherever #investors want to access us
Interview
12 August2022
Economic Times
Aashish Somaiyaa
Aashish Somaiyaa discussing passive investments on Business Today
Video
10 August2022
Business Today
Aashish Somaiyaa
As much as international diversification is necessary for portfolio diversification, India is clearly the investment destination today,
Interview
09 August2022
Moneycontrol
Aashish Somaiyaa
Why NRIs should consider Indian equities as a key part of their portfolio
Article
29July2022
ET NRI
Prateek Pant
Prateek Pant shares his outlook on how IT services companies can generate superior returns in capital.
Article
13July2022
Distributors believe there is merit in moving from existing underperforming flexi cap funds to this NFO given the strong credentials of the fund management team.
Article
12July2022
Economic Times
WhiteOak’s equity NFO will have a balanced portfolio comprising both cyclical and counter-cyclical sectors while aiming to outperform across various market cycles.
Article
07July2022
Business today
The focus is on identifying good businesses at right pricing and not get influenced by macro-economic variables
Article
07July2022
Moneycontrol
Ramesh Mantri
The fund will focus on building a well-balanced portfolio that can perform across market cycles with no bias towards any specific market cap, investment style or sector
Article
07July2022
Moneycontrol discusses about the newly launched equity scheme - WhiteOakCapital Flexi Cap Fund and its aim to generate long-term wealth for investors.
Article
07July2022
Moneycontrol
Prateek Pant
Outsized returns are earned over time by investing in great businesses at attractive values
Article
30June2022
ET Markets
Prashant Khemka
Ayush Abhijeet shares his outlook on how investing using ESG principles allows you to seek good returns and make a positive environmental and social impact.
Article
27June2022
Deccan Herald
Ayush Abhijeet
We construct a portfolio purely from the bottom-up stock selection process by investing in great businesses at attractive valuations
Article
24June2022
Deccan Herald
Prateek Pant
Prashant Khemka shares his perspective on current market scenario, sectoral views, and attributes to find a good company
Video Interview
19June2022
ET Online
Prashant Khemka
Aashish Somaiyaa on CNBC Awaaz discussing sectors and his views on current markets.
Video
17June2022
CNBC Awaaz
Aashish Somaiyaa
Aashish Somaiyaa on Zee Business discusses Global tension in current Markets
Video
14June2022
Zee Business
Aashish Somaiyaa
Your Ultimate Guide to Investing in 2022! ft. Aashish P Somaiyaa
Video Interview
03June2022
Stocktwits
Aashish Somaiyaa