White Oak Capital Management- India Equity Fund V – Category III AIF

Key Portfolio Attributes

Mr. Prashant Khemka

Fund Category: Category III AIF

Structure: Close-ended Category III AIF

No. of stocks: 50-60

Founder's Name: Mr. Prashant Khemka

Fund Manager: White OAK Capital Management Consultants LLP

Founder's Qualification: Mr. Prashant Khemka 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.

Investment Objective

The objective of White Oak India Equity Fund V Category III AIF is to generate sustained capital appreciation through superior returns over time.

Investment Philosophy

The investment philosophy of White Oak India Equity Fund V Category III AIF is that outsized returns should be earned over time by investing in great businesses. And, a great business is one that is well managed, growing, scalable, and generates superior returns on incremental capital.

A bottom-up stock selection based Philosophy is followed which intends to buy great businesses at attractive values.

The motto is to invest in businesses, not to bet on macros as the firm believes that macros are for entertainment, so, watch them, but focus on Micros i.e. the underlying portfolio companies in terms of business earnings, and valuations- this is where White Oak’s Team keeps its focus.

Hence the investment philosophy of White Oak Capital is, “Growth at reasonable prices(GARP)”.

Investment Process

The investment process of White Oak India Equity Fund V Category III AIF is:

Do Not Simply Invest, Make Informed Decisions


imageBook a call with our PMS AIF Specialists

Related Investments

Related Videos