Edge
Edge
Edge
Edge
A deep bench of seasoned investors with experience spanning multiple market cycles. Their global investing experience brings an insightful pattern recognition perspective to investing in India and Emerging markets. Our unique team-within-team structure ensures each company is jointly researched by analysts, fostering diversity of perspectives and robust decision-making.
Outsized returns are earned over time by investing in great businesses at attractive values. A great business is one that delivers superior returns on incremental capital, is scalable, and is professionally managed in execution and governance. Valuation framework predicated on economic cash flows rather than on distorted accounting earnings.
Fundamental research to assess business attributes, and valuation derived from proprietary OpcoFinco™ framework. We utilize screening processes to assess the governance-DNA of a company as a starting point of the research process and build a perspective on any business through a schedule of plant visits, meetings with company management, competitors, suppliers, customers and other trade participants.
Ensure alpha generation is a function of stock selection through a balanced portfolio of companies. Invest in businesses and consciously avoid market timing, sector rotation or other such top-down macro bets. Understand, monitor, and aim to contain residual factor risks that are by-product of stock selection.
Ashoka WhiteOak Capital Pte. Ltd.
3 Church Street, #22-04,
Samsung Hub,
Singapore 049483
Phone : +65 6977 7473