What to expect from White Oak India Pioneers Equity Portfolio PMS?

  • The objective of the strategy is to achieve long term capital appreciation by primarily investing in ‘listed securities’ 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.

Who should invest in White Oak India Pioneers Equity Portfolio PMS?

This product is most suitable for Onshore Indian family offices & HNIs who want to invest in Indian equity markets with an aim to generate consistent alpha over the long-term.