Our Competitive Advantage
Advantages

Performance first culture
Fully aligned with investor interest, only rewarded on rolling three-year alpha vs benchmark
Global experience
High calibre team of stock pickers with global investing experience based in India, Singapore and Spain
Performance first culture
Fully aligned with investor interest, only rewarded on rolling three-year alpha vs benchmark

Breadth of coverage
Average 2000 company meetings per year to conduct 360 assessment of our investments

Stock selection driven performance
No top-down bets ensures conviction portfolios based on bottom-up philosophy

Strong focus on corporate governance
Strong expertise and experience in screening out companies with poor corporate governance DNA

Global experience
High calibre team of stock pickers with global investing experience based in India, Singapore and Spain
Philosophy refined over two decades
Focused on superior return on incremental capital, scalability, and good management in execution and governance

Rigorous fundamental research
Formal and informal settings conducive to generating strong investment ideas

Small/Mid Cap Emerging Markets Equity Specialist
Unlocking alpha embedded in less-researched Small and Mid cap EM space through WhiteOak’s deep and broad research capability
Breadth of coverage
Average 2000 company meetings per year to conduct 360 assessment of our investments

Philosophy refined over two decades
Focused on superior return on incremental capital, scalability, and good management in execution and governance

Stock selection driven performance
No top-down bets ensures conviction portfolios based on bottom-up philosophy

Rigorous fundamental research
Formal and informal settings conducive to generating strong investment ideas

Strong focus on corporate governance
Strong expertise and experience in screening out companies with poor corporate governance DNA

Small/Mid Cap Emerging Markets Equity Specialist
Unlocking alpha embedded in less-researched Small and Mid cap EM space through WhiteOak’s deep and broad research capability