White Oak Capital Management Consultants LLP – Portfolio Management Services (PMS)

WhiteOak Capital AMC is part of WhiteOak Capital group of companies founded by Mr. Prashant Khemka an investment professional with an enviable track record spanning over two decades. The group offers investment services through a wide array of fund vehicles from its offices in India, Singapore, Mauritius, Switzerland, Spain, UK, and Dubai to individual and institutional investors in India and worldwide. WhiteOak Capital Asset Management Limited strives to be a performance-centric organization with the vision of providing strong & consistent investment performance to its investors. We are driven by a “Performance First Culture,” focusing on bottom-up stock selection-based approach and robust risk management. Our team comprises seasoned professionals with rich experience in Financial Services, led by our CEO, Mr. Aashish Somaiyaa, who brings 25+ years of experience in the asset management industry. The belief and investment mantra of the seasoned investment team is that outsized returns are earned over time by investing in great businesses at attractive valuations. Accordingly, the team employs a proprietary, cash-flow-based ‘Opco-Finco’ analytical and valuation framework, providing unique insights in contrast to accounting earnings-based models. From a portfolio construction perspective, the team maintains a balanced portfolio to ensure that alpha generation captures stock-picking ability while consciously avoiding market timing, sector rotation, and other top-down macro bets, which add little or no value. The team’s focus on alpha generation has consistently yielded peer-group leading performance across various funds since inception. The firm’s first domestic offering, White Oak India Equity Fund (WOIEF-I), has been awarded the Best Long Only CAT 3 AIF across all categories for three years ending 31st March, 2021 by PMS AIF World. White Oak Group’s Irish domiciled Ashoka India Opportunities Fund (AIOF) also ranks as the best-performing India UCITS fund since its inception at the end of 2018, according to data from leading investment publications in Europe.