WhiteOak Capital’s core objective is long-term alpha generation through a high active share approach. The strategy is designed to outperform benchmarks by constructing a differentiated portfolio with minimal overlap. Investors benefit from exposure to high-conviction ideas, low correlation with passive indices, and a consistent focus on risk-adjusted returns.

WhiteOak Capital follows a three-pillar investment approach to optimize alpha:

1. High Active Share:
   Actively managed portfolios with ~50%+ divergence from the benchmark, avoiding index-hugging and ensuring differentiated exposure.
2. Allocation to Small & Mid Cap Segment (SMID):
   Focus on small and mid-cap stocks that offer high growth potential, strong re-rating opportunities, and alpha generation across market cycles.
3. Factor Diversified Balanced Portfolio:
   A balanced equity portfolio, diversified across investment factors such as quality, growth, and valuation. The goal is to deliver consistent returns with low drawdown and volatility.