Sustained capital appreciation through superior returns over time

Key Attributes

Inception Date: 13 February 2018

Number of Stocks: 40 - 60

Founder's Name: Prashant Khemka

Fund Manager Name: White OAK Capital Management Consultants LLP

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 this portfolio is to generate sustained capital appreciation through superior returns over time with a long-only balanced & well diversified investment approach of select companies agnostic to benchmark S&P BSE 500

Portfolio Strategy

The investment strategy of this fund is long only fundamental bottom up stock selection. They have a simple yet powerful investment philosophy of investing in businesses based on stock selection, rather than being driven by macro factors.

At White Oak, they believe outsized returns are earned over time by investing in great businesses at attractive values, i.e. growth at reasonable prices. A great business is one that is well managed, scalable, and generates superior returns on incremental capital.

A disciplined analytical process along with a balanced portfolio construction delivers tangible returns with a long-term focus on alpha.

QUALITY, RISK, CONSISTENCY ANALYSIS

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