White OAK India Pioneers Equity
White Oak Capital Group provides Indian equity investment management and advisory services based on solid investing ideals that strive to generate long-term concrete outcomes for all stakeholders. White Oak provides investment services to individual and institutional clients in India and throughout the world through a variety of fund vehicles registered in India, Ireland, Mauritius, and the United Kingdom, in addition to segregated managed accounts for renowned global institutions.
Prashant Khemka, the former CIO of Goldman Sachs Asset Management’s India Equity and Global Emerging Markets Equity divisions, launched White Oak Capital. The four pillars of White Oak’s performance-first investment culture include stock selection-based philosophy, a high-caliber research staff, a rigorous analytical approach, and a balanced portfolio design framework. White Oak has research teams in India and Singapore and sales and distribution centers in Switzerland and the United Kingdom.
The four pillars of White Oak’s performance-first investment culture include stock selection-based philosophy, a high-caliber research staff, a rigorous analytical approach, and a balanced portfolio design framework.
Fund Snapshot
| Year of Inception | 2019 |
| Number of Stocks | 39 |
| Investment Horizon | Long Term |
| Fund Managers | Prashant Khemka |
Investment Philosophy
- White OAK India Pioneers Equity follows an investment strategy based solely on fundamental stock selection from the bottom up.
- They invest in businesses based on stock selection rather than macro factors, which is a simple but powerful investment philosophy.
- They believe that investing in great businesses at attractive prices yields outsized returns over time.
Unique Feature
Superior returns over time result in long-term capital appreciation.
Capital Allocation
| Allocated Category | Allocation Percentage |
| Large Cap | 62.9% |
| Mid Cap | 21.6% |
| Small Cap | 14.3% |
| Cash / Equivalent | 1.3% |
About Fund Managers
Prashant Khemka ( Founder & CFA )
Prashant Khemka holds a bachelor’s degree in mechanical engineering and a master’s degree in finance from Vanderbilt University, where he was awarded the Matt Wigginton Leadership Award for outstanding financial performance. The CFA designation was bestowed upon him. He has more than 22 years of experience.
Top 5 Stock Holdings
| Name of The Stock | Allocation Percentage |
| ICICI Bank Ltd. | 9.2% |
| HDFC Bank Ltd. | 7.8% |
| Infosys Ltd. | 5.4% |
| Nestle India Ltd. | 5.1% |
| Ambuja Cements Ltd. | 4.0% |
Top 5 Allocated Sectors
| Sector Name | Allocation Percentage |
| Financials | 32.3% |
| Consumer Discretionary | 16.2% |
| Materials | 13.0% |
| Information Tech | 10.3% |
| Health Care | 9.9% |
Fund Analysis
| PE | 24.3% |
| Standard Deviation | 20.40% |
| Beta | 0.910% |
| Alpha | -11% |
| Average Historical Churning | NA |
FAQs
1. What is the investment philosophy of White Oak?
White Oak believes in simple yet powerful investment philosophy. White Oak invests in businesses based on stock selection and the stocks are selected basis the Discounted Cash Flows , not looking at the P/E , P/B ratios They invest in great companies which are well-managed, sustainable, and scalable. White Oak invests in companies at attractive prices and targets yielding higher returns.
2. What investment horizon does White Oak cater to?
White Oak invests in businesses for a long-term basis, i.e. long-term investments.
3. What is white oak’s investment strategy?
White Oak follows the investment strategy based only on stock selection instead of establishing it on macro factors. For stock selection, they apply the bottom-up approach. The two methods which they currently have are:
White Oak India Pioneers Equity Portfolio
White Oak Top 200 PMS
4. What are the essential factors which white oak looks for while investing in a business?
White Oak has specific set criteria which they follow and stand by while investing in any business. They only consider investing in good companies at attractive and appealing Valuations . The industry needs to be well-managed, sustainable, and scalable
5. Does White Oak cater to Indian clients?
White Oak caters to Resident as well as Non Resident clients
6. What are the advantages which a client gets from investing with White Oak?
Clients of White Oak have various advantages, one of them being out of the bottom-up approach and Balanced Portfolio construction strategy they they follow. Another advantage is that White Oak invests in business at attractive rates and hence generates higher profits. The clients can also trust White Oak as they only invest in promising companies that are well-managed, sustainable, scalable in the longer run, and will gain higher returns.
7. What products and services does White Oak offer?
White Oak provides services in the form of maintaining portfolios which is balanced and which is created with their bottom-up approach. They currently offer two strategies which are:
White OAK India Pioneers Equity
White Oak India Top 200 PMS
8. What is White Oak’s Investment Culture?
White Oak’s Investment Culture is based on four pillars.
- Team of Local Experts with lobal Experience
- Bottom Up Stock Selection Philosophy
- Time Tested Process
- Balanced Portfolio Construction
9. What is the bottom-up approach which White Oak uses for investing?
The Bottom-up in investing which White Oak follows is an investment style based on our Proprietary Opco-Finco Model in which the investor analyzes the individual stocks. They do not consider the macro-environment or the industry at large.
| Product - AMC | Category | AUM (in Cr.) | Performance | 1M | 3M | 6M | 1Y | 2Y | 3Y | 5Y | 10Y | SI |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
India Pioneers Equity AMC Name: White Oak Capital Management Consultants LLP Inc Date: 27-Sep-18 |
Multi Cap (PMS) |
7,920 | Strategy | 0.20 | 7.80 | 17.90 | 9.60 | 3.50 | 21.10 | NA | NA | 17.70 |
| S&P BSE 500 TR | -0.60 | 7.70 | 17.30 | 11.30 | 9.20 | 23.30 | NA | NA | 14.60 | |||
|
White Oak India Select Equity Fund AMC Name: White Oak Capital Management Consultants LLP Inc Date: 21-May-20 |
Multi Cap (PMS) |
685 | Strategy | 1.80 | 9.70 | 20.70 | 11.40 | 3.20 | NA | NA | NA | 27.60 |
| S&P BSE 500 TR | -0.60 | 7.70 | 17.30 | 11.30 | 9.20 | NA | NA | NA | 30.10 | |||
|
White Oak India Equity Fund II AMC Name: White Oak Capital Management Consultants LLP Inc Date: 7-Mar-19 |
long only (AIF) |
1,317 | Strategy | 1.60 | 9.40 | 18.50 | 9.70 | 2.30 | 20.90 | NA | NA | 18.70 |
| S&P BSE 500 TR | -0.60 | 7.70 | 17.30 | 11.30 | 9.20 | 23.30 | NA | NA | 16.10 |
For any queries, contact us on Mobile: +91 836 858 6435, Landline: 020-48627339,Toll Free: 1800 210 1995, Email: [email protected] 
Disclaimer: Investing Involves Risk. This document is for information purposes only and should not be viewed as a legal offering document or solicitation. Offers to invest in this fund are made only by the Discretionary Portfolio Management Services Agreement. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. We do not guarantee any returns in the hand of investors not we take any sort of accountability for the performance of the scheme. The above-mentioned data is collected from the respected Fund house please verify the same at SEBI website.