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Premium Access PMS

WhiteOak Capital Family-Owned Family Managed Portfolio (FOFM) Approach

Distributed through AltPort Experts. Comprehensive fund documentation can be accessed through our research team.
Category PMS
Company Whiteoak Capital Asset Management Limited
Fund Managers Prashant Khemka
Benchmark BSE 500 TRI
Share: f x in w

About Company

Whiteoak Capital Asset Management Limited

White Oak Capital Group provides Indian equity investment management and advisory services based on solid investing ideals that strive to generate long-term concrete outcomes for all stakeholders. White Oak provides investment services to individual and institutional clients in India and throughout the world through a variety of fund vehicles registered in India, Ireland, Mauritius, and the United Kingdom, in addition to segregated managed accounts for renowned global institutions.

Investment Philosophy

White Oak follows a clear, bottom-up, stock-driven investment philosophy built on identifying high-quality businesses at attractive valuations:

  • Bottom-Up Stock Selection Focus on company fundamentals rather than macro trends, ensuring returns are driven by stock-specific insights.
  • Invest in “Great Businesses” Preference for companies that are scalable, well-managed, and generate strong returns on incremental capital.
  • Value-Conscious Investing Invest when market prices are at a meaningful discount to intrinsic value, using cash-flow-based valuation frameworks.
  • Business + Valuation Framework Core philosophy rests on combining strong business quality with attractive valuation for superior long-term outcomes.
  • Avoid Macro Bets Deliberately avoids market timing, sector rotation, or top-down strategies, as these are seen as inconsistent alpha drivers.
  • Balanced Portfolio Construction Diversified yet high-conviction portfolio designed to ensure alpha generation comes from stock selection.
  • Disciplined Research Process Backed by deep fundamental analysis and proprietary frameworks like Opco-Finco for better business valuation insights.
  • Long-Term Investment Horizon Focus on compounding wealth over time rather than short-term market movements.
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Section: Performance Analysis
Fund Growth vs Benchmark Trend

Track how the fund has performed against its benchmark over time through a comparative line graph analysis.

WhiteOak Capital Family-Owned Family Managed Portfolio (FOFM) Approach

Benchmark: BSE 500 TRI

Section: Performance Comparison
Fund vs Benchmark Bar Graph

Compare fund returns and benchmark performance across multiple investment periods using a visual bar graph.

Section: Performance Comparison
Fund vs Benchmark Comparison Table

Review and compare fund returns against benchmark performance across different investment periods in a detailed tabular format.

Whiteoak Capital Asset Management Limited

AUM(Cr.) 1M 3M 6M 1Y 2Y 3Y 4Y 5Y Ince.
Performance NA 0.00 0.00 0.00 0.00 0.00 0.00 NA NA 0.00
Benchmark NA 0.00 0.00 0.00 0.00 0.00 0.00 NA NA 0.00
Section: Fund Leadership
Meet the Fund Managers

Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.

Prashant Khemka

Prashant Khemka

Mr. Prashant R. Khemka is the founder and Managing Director of White Oak Capital Management, founded in June 2017. A Mumbai native, Prasad was born on 4 November 1971. He has a Bachelor of Engineering in Mechanical Engineering from the University of Bombay and an MBA in Finance from Vanderbilt University.

 

Initially, he worked at State Street Global Advisors as Assistant Portfolio Manager in Boston after completing his MBA. Prashant has also worked as the chief investment officer and lead portfolio manager at Goldman Sachs Asset Management.

 

An experienced investment professional, he has worked in business development, portfolio management, and other business operations for more than two decades.

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