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
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.
Wish to make INFORMED INVESTMENTS for Long Term WEALTH CREATION
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