White Oak India Top 200 PMS

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White Oak India Top 200 PMS

About Company -
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 Aug 2021
Number of Stocks 15-20
Investment Horizon 3-5
Fund Managers Prakash Khemka

About Fund Managers

Prashant Khemka - AIf pms Expert

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.

Unique Feature

Outsized returns can be earned over time by investing in great businesses at attractive valuations

Great Business
Well managed and scalable business, with superior returns on capital

Valuation

Current price at a substantial discount to intrinsic value

Investment Objective

The objective of the strategy is to achieve long term capital appreciation by primarily investing in top 200 ‘listed securities’ by market capitalisation in India. The investment strategy is long only with a bottom-up stock selection approach. The investment philosophy is, that outsized returns are earned over time by investing in great businesses at attractive values. A great business, in our view, is one that is well managed, scalable, and generates superior returns on incremental capital. Valuation is attractive when the current market price is at a substantial discount to intrinsic value.

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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.