About White OAK India Pioneers Equity Portfolio
White Oak Capital Management is one of the biggest India-focused long-only boutique Investment management and advisory firm, founded in 2017 by Mr. Prashant Khemka, who was a former CIO and Lead Portfolio Manager of India Equity and Global Emerging Markets Equity at Goldman Sachs Asset Management. White Oak has developed a process based investing framework to ensure the best in class stock selection is practiced. White oak has one of the largest and most capable in-house research team in the Industry. White Oak manages close to USD 2.7 billion in Indian Equities.
Key People
Mr. Prashant Khemka
Founder
Investment Objective
This portfolio is well-diversified, built around aspiring leaders, and follows a selective, contrarian approach to sector allocation—often positioning as one of the earliest investors in emerging opportunities.
Investment Strategy
- The investment strategy of this fund follows strong investment values via long-only fundamental bottom-up stock selection. They have a simple yet powerful investment philosophy of investing in businesses based on stock selection, rather than being driven by macro factors. At White Oak, they believe outsized returns are earned over time by investing in great businesses at attractive values, i.e. growth at reasonable prices. A great business is one that is well managed, scalable, and generates superior returns on incremental capital. A disciplined analytical process along with a balanced portfolio construction delivers tangible returns with a long-term focus on alpha.
Performance Table
| Trailing Returns (%) | 1m | 3m | 6m | 1y | 2y | 3y | 5y | 10y | Since Inception |
|---|---|---|---|---|---|---|---|---|---|
| White Oak Capital Management India Pioneers Equity | -2.70% | 5.10% | 7.50% | 2.70% | 15.00% | 14.90% | 19.00% | - | 17.00% |
| BSE 500 TRI | -2.70% | 4.40% | 6.70% | -2.10% | 16.60% | 16.90% | 21.70% | - | 16.00% |
QRC Report Card
| Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (Cr) | Benchmark | SI Returns (CAGR) | Stocks | Sectors |
|---|---|---|---|---|---|---|---|---|---|
| White Oak Capital Management India Pioneers Equity | Multi Cap | Team White Oak | 09 Apr 2019 | 6Y 4M | 4345.51 | BSE 500 TRI | 17.00% | 70 | NA |
Portfolio Quality, Risk & Consistency
| Index | Category Alpha (1Y) | Relative Alpha (1Y) | % Positive Months | Alpha (1Y) | Beta (1Y) | Std. Deviation (1Y) | Sharpe (1Y) | Alpha (SI) | Info Ratio (SI) | Consistency % |
|---|---|---|---|---|---|---|---|---|---|---|
| Nifty 50 | 9.81% | -17.03% | 67.35% | -7.22% | 0.87 | 15.08% | -0.76 | 3.60% | 0.37 | 48.98% |
| Nifty 500 | 10.35% | -15.91% | -5.56% | 0.87 | 3.36% | 0.37 | 51.02% | - | ||
| Nifty Midcap 100 | 5.23% | -14.21% | -8.98% | 0.81 | 0.88% | 0.07 | 46.94% | - | ||
| Nifty Smallcap 100 | 10.87% | -4.88% | 5.99% | 0.70 | 6.42% | 0.39 | 48.98% | - | ||