Our Competitive Advantage
Advantages
Performance first culture
Fully aligned with investor interest, only rewarded on rolling three-year alpha vs benchmark
Global experience with local presence
High calibre team of stock pickers with global experience based in India
Performance first culture
Fully aligned with investor interest, only rewarded on rolling three-year alpha vs benchmark
Breadth of coverage
Average 2000 company meetings per year to conduct 360 assessment of our investments
Stock selection driven performance
No top-down bets ensures conviction portfolios based on bottom-up philosophy
Strong focus on corporate governance
Strong expertise and experience in screening out companies with poor corporate governance DNA
Global experience with local presence
High calibre team of stock pickers with global experience based in India
Philosophy refined over two decades
Focused on superior return on incremental capital, scalability, and good management in execution and governance
Rigorous fundamental research
Formal and informal settings conducive to generating strong investment ideas
Small/Mid cap India equity specialist
Unlocking alpha embedded in less-researched Small and Mid cap Indian equity space through White Oak’s deep and broad research capability
Breadth of coverage
Average 2000 company meetings per year to conduct 360 assessment of our investments
Philosophy refined over two decades
Focused on superior return on incremental capital, scalability, and good management in execution and governance
Stock selection driven performance
No top-down bets ensures conviction portfolios based on bottom-up philosophy
Rigorous fundamental research
Formal and informal settings conducive to generating strong investment ideas
Strong focus on corporate governance
Strong expertise and experience in screening out companies with poor corporate governance DNA
Small/Mid cap India equity specialist
Unlocking alpha embedded in less-researched Small and Mid cap Indian equity space through White Oak’s deep and broad research capability