White Oak Capital Management is one of the biggest India-focused long-only boutique Investment management and advisory firm, founded in 2017 by Mr. Prashant Khemka, who was a former CIO and Lead Portfolio Manager of India Equity and Global Emerging Markets Equity at Goldman Sachs Asset Management. White Oak has developed a process based investing framework to ensure the best in class stock selection is practiced. White oak has one of the largest and most capable in-house research team in the Industry. White Oak manages close to USD 2.7 billion in Indian Equities. Its Clientele includes sovereign wealth funds, institutional mandates, family offices, and HNIs.
PMS Product Performance
| Company Name / Product Name |
Product Name | Fund Manager | Date of inception | AUM | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| White Oak Capital Management India Digital Leaders Strategy | India Digital Leaders Strategy | Team White Oak | 01 Jan 2022 | 130 | 3.3% | 7.1% | 0.0% | - | - | - | - | -15.0% | |
| White Oak Capital Management Top 200 PMS | Top 200 PMS | Team White Oak | 22 Jan 2021 | 360 | 4.6% | 8.8% | 2.7% | -1.8% | - | - | - | - | 13.4% |
| White Oak Capital Management India Pioneers Equity | India Pioneers Equity | Team White Oak | 09 Apr 2019 | 8260 | 4.8% | 8.7% | 2.9% | -0.7% | 28.4% | 24.2% | 20.2% |
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