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White Oak India Top 200 PMS

White Oak India Top 200 PMS

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 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.