Wednesday, September 14, 2022

All The Information On White Oak India Top 200 PMS You Always Wanted To Know

White Oak India Top 200 PMS, The investment team at Top 200 PMS is one of the best-resourced teams, with several specialists with extensive backgrounds in managing investment assets domestically and internationally. One of the year's most intriguing new fund releases is White Oak Capital's Flexi Cap NFO. While you can perform your due diligence to determine whether the fund is a good fit for your portfolio, we thought this would be a good opportunity to discuss the firm managing your funds. The information you require about White Oak Capital Group is provided below.


White Oak India's Top 200 PMS


What Is Basic?

In 2017, Prashant Khemka formed White Oak Capital Group. Khemka, who joined Goldman Sachs Asset Management (GSAM) in the US Equity Growth team in 2000, has had a distinguished career spanning more than two decades. He is currently the CIO and heads PM of both India and Global Emerging Markets. White Oak now has an AUM of over USD 5.0 billion (INR 40,000 crore), with offices in India, Mauritius, Singapore, Switzerland, and the UK. Prashant is also rated AAA by Citywire based on three-year risk-adjusted performance across all funds he manages, dating to May 31, 2022. It launched products for both onshore and offshore investors after receiving SEBI registration for PMS and consulting services in October 2017, including the first onshore PMS in April 2019. Before releasing its first equity fund, the Whiteoak Capital Flexi Cap Fund, which is presently open for subscription, the company also purchased YES Asset Management in November 2021.


The Vital Information

The investment team at White Oak is one of the best-resourced teams, with many individuals with extensive backgrounds in managing investment assets domestically and internationally. White Oak stands out due to its exceptional history and proven track record in investment management and performance.


The Investment Foundation

To create a performance-centric company with a strong investing culture, Prashant created White Oak Capital Management in June 2017. These four pillars—team, philosophy, process, and portfolio construction—mutually support each other. Instead of placing a macro bet, the strategy is based on stock selection. Along with it, White Oak employs some top stock pickers who use a tried-and-true method that has been refined over the past 20 years. From a risk management standpoint, the team also stays away from top-down bets and ensures that stock selection is the only factor in success.

The team believes that investors may generate outsized profits by making long-term investments in excellent companies at reasonable prices. Instead of relying on macro, it is a stock selection-based strategy for investing in companies. Business and valuation are the philosophy's two most important components. The group invests in businesses that offer the most appealing fusions of these two components. The team believed that a company needed to have these three qualities to be great:

1. Higher returns on more capital

2. Scalable 

3. Effectively managed in terms of governance and execution

The underlying tenet of White Oak India's Top 200 PMS is that exceptional returns can be attained over time by investing in outstanding companies at reasonable prices. Our definition of a great business is well-managed, scalable, and produces higher returns on additional capital. The valuation appeals when the current market price is significantly below the underlying value.

No comments:

Post a Comment

Unveiling the Investment Strategies of Sundaram AIF Series - High Yield Secured Debt Fund

Sundaram Alternative Options Series - High Yield Secured Debt Fund has established itself as a significant participant in the alternative in...