White Oak India Digital Leaders Strategy


Key Attributes

Inception Date: January 2022

Founder's Name: Mr. Prashant Khemka

Founder's Qualification: Prashant has a BE in Mechanical Engineering from Mumbai University and an MBA in Finance from Vanderbilt University in the United States, where he received the Matt Wigginton Leadership Award for outstanding performance in Finance. He was awarded the CFA designation in 2001 and is a fellow of the Ananta Aspen Centre, India.

Founder's Experience: Total Experience-21 years, Founded White OAK in 2017

Portfolio Manager: Team White Oak

Investment Objective

The objective of the strategy is to achieve long term capital appreciation by primarily investing in ‘listed securities’ in India. The aim is to invest in companies that are emerging as leaders in the digital era by being at the forefront of innovation and technology implementation in their respective sectors.

Portfolio Strategy

The investment strategy is long only with a bottom-up stock selection approach. The ultimate goal is that Investment Objective outsized returns are earned over time by investing in great businesses at attractive values. A great business, in their 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.

Investment Philosophy: Need for a Digital Reset

The pandemic has accelerated the adoption of digital technologies across sectors, by several years and more so, digital adoption has accelerated across geographies.

Portfolio Outline:

The India Opportunity Funnel: From Internet User to Buyer

 




Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Portfolio-4.2%-5.8%-------14.2%
BSE 200 TRI-0.6%-0.4%-------3.1%



Portfolio Holdings


Holding %

Sector Allocation


Holding %

Market Cap Allocation


Allocations %
Large Cap 55.0
Mid Cap 22.7
Small Cap 14.0
Cash 8.3

Disclaimer

#Returns as of 30 Apr 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.



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