WHITE OAK CAPITAL MANAGEMENT

Focus on Stock Selection, Not Macros

WhiteOak’s philosophy is simple yet powerful: invest in great businesses at attractive valuations, rather than betting on sectors or styles.

Proprietary Opco-Finco Framework

This robust valuation framework separates operating and financing entities, allowing a more precise estimation of intrinsic value based on Excess Return on Invested Capital (EROIC).

Disciplined Portfolio Construction

WhiteOak’s investment process filters a universe of ~1,300 Indian listed companies to construct a final portfolio of 80–120 stocks based on governance, growth potential, capital efficiency, and relative valuation

Philosophy at WhiteOak Capital: Focus on Stock Selection

WhiteOak’s philosophy centers on identifying:

1. Great Businesses

• Well-managed, scalable companies with superior returns on capital.
  

Attributes of Great Businesses:

• Superior returns on incremental capital
• Scalable long-term opportunity
• Strong execution and governance
  

2. Attractive Valuation

• Investing at a significant discount to the company’s intrinsic value.
  

Valuation Principles:

• Intrinsic value = Present value of future cash flows
• Focus on return on capital over cost of capital
  

Why Choose This Fund?

• Access India’s growth story through a trusted manager with global credibility
• Strategic diversification across cap sizes and sectors
• Transparent, disciplined investment process
• USD-denominated, weekly liquidity
• GIFT City tax and regulatory advantages

Eligible Investors

• Non-Resident Indians (NRIs)
  

• Foreign Investors
  

  • Individual
    
  • Non-Individual

Ineligible Investors

• Indian Residents
  
• NRIs and Foreign Investors residing in countries listed under the Black/Grey list or Restricted List of the FATF
  
• NRIs and Foreign Investors based in Canada or the USA
  

Target investors include NRIs, HNIs, family offices, institutions, and other entities permitted under applicable laws. Resident Indians are not allowed to invest. If an investor’s status changes to Resident Indian, the FME may enforce redemption, subscription restrictions, or other compliance actions.

Why Choose WhiteOak Capital Multi Cap Fund?

• Expert Team: Tracks ~1,200 stocks with ₹1,000+ crore market cap.
• Balanced Strategy: Mix of pro- and counter-cyclical stocks for macro resilience.
• Market Cap Coverage: Invests across large, mid, and small-cap segments.
• Diversified Approach: No sector or style bias for better risk management.
• Deep Research: Sector-focused analyst teams ensure thorough analysis.
• Experienced Analysts: Many tracking sectors for over 10 years.
• Governance Check: Forensic screening to avoid poor governance risks.