Don’t miss the forest for the trees.
Don’t miss the trees for the forest.

Investment Process

Portfolio Construction & Risk Management

We take decisions primarily on a security level as we are bottom-up stock pickers. Typically, a company’s weight in the portfolio is a function of a combination of greatness of business, upside potential, market capitalization and liquidity. Largest weights are typically given to companies with the most upside potential relative to the strength of the business.

We do not make any top-down allocation decision on sector weights or thematic exposures. The sectoral weights are an outcome of our bottom-up stock selection process. We are always abreast of macroeconomic environment in which we invest, but our portfolio weights are a result of our bottom-up approach. We never have specific top-down targets for any sector/factor exposures, though we may have exposure limits from a risk management perspective. Our sector/factor exposures are an outcome of bottom-up stock selection decisions. We take decisions primarily at a security level. We determine individual security weights based on upside potential, research conviction, liquidity, market capitalization, and contribution to portfolio risk.

Larger weights are typically given to companies with the most upside potential within the context of their market capitalization, liquidity and other risk considerations. Since we do not indulge in any market timing activity, we typically stay close to fully invested with cash levels expected to remain in single digits at most times.

Opportunity Funnel

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Investments of INR 50 lakh and above are required
Investment of INR 1 crore and above are required

By entering your details, you hereby authorize White Oak Capital Management Ltd. to contact you, which will override any NDNC registration made by you.

Registered Office

Cnergy, B2/B3, 6th Floor, Appasaheb Marathe
Marg, Prabhadevi, Mumbai, Maharashtra 400025.

Contact Us
To start a new Investment directly with us
Write to us at - [email protected]
Call us at - +91 8097 4368 49
For queries on existing investments
PMS – [email protected]
AIF – [email protected]
To share Grievances
[email protected]
Contact
Information

Cnergy, B2/B3, 6th Floor, Appasaheb Marathe
Marg, Prabhadevi, Mumbai, Maharashtra 400025.

Phone : +91-22- 62308100

For complaint/grievance
[email protected]
Information
Request