White Oak Capital is an investment management and advisory firm established by Mr. Prashant Khemka in June 2017, envisioning a performance-centric organization with a strong investment culture. With operations across India, Singapore, Mauritius, UK, and Switzerland, White Oak has attracted among the largest Foreign Portfolio Investment inflows into India over the last three years. White Oak group entities collectively have Assets Under Management AUM to 5.8 Bn 48,070 Cr USD as of 31st December 2022. – with a global client base that includes sovereign wealth funds, pension plans, endowments, individuals and family offices investing into India through a combination of separately managed accounts and investment funds.
White Oak has a strong performance-first culture, founded on a simple stock selection-based approach and robust risk management. 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. The team employs a proprietary, cash-flow based ‘Opco-Finco’ analytical and valuation framework which provides unique insights in contrast to accounting earnings-based models. From 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 March 31, 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 inception at the end of 2018, according to data from leading investment publications in Europe.