Our Competitive Advantage

Fully aligned with investor interest, only rewarded on rolling three-year alpha vs benchmark

High calibre team of stock pickers with global experience based in India

Average 2000 company meetings per year to conduct 360° assessment of our investments

Focused on superior return on incremental capital, scalability, and good management in execution and governance

No top-down bets ensures conviction portfolios based on bottom-up philosophy

Formal and informal settings conducive to generating strong investment ideas

Strong expertise and experience in screening out companies with poor corporate governance DNA

Unlocking alpha embedded in less-researched Small and Mid cap Indian equity space through White Oak’s deep and broad research capability