PMS

AMC : White Oak Capital Management

Strategy : India Pioneers Equity

Category : Flexi Cap

Incep Date : 01-04-2019

Investment Objective :

The investment objective is to generate sustained capital appreciation through superior returns over time.

Investment Description :

White Oak India Pioneers Equity investment strategy is long only fundamental bottom up stock selection. We have a simple yet powerful investment philosophy of investing in businesses based on stock selection, rather than being driven by macro factors. We believe outsized returns are earned over time by investing in great businesses at attractive values. A great business is one that is well managed, scalable, and generates superior returns on incremental capital. A Long only portfolio of 30- 50 great businesses at attractive values through bottom up stock selection process.

Investment Strategy :

White Oak India Pioneers Equity investment strategy is 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. They believe outsized returns are earned over time by investing in great businesses at attractive values. A great business is one that is well managed, scalable, and generates superior returns on incremental capital. A Long only portfolio of 30- 50 great businesses at attractive values through bottom up stock selection process.

Scheme Document

Coming soon