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

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

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)”.

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