Our Competitive Advantage
Advantages
Performance first culture
Fully aligned with investor interest, only rewarded on rolling three-year alpha vs benchmarkGlobal experience
High calibre team of stock pickers with global investing experience based in India, Singapore and SpainPerformance 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 SpainPhilosophy 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 capabilityBreadth 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