At White Oak we believe in Performance First culture.
Seasoned Team with Global Experience

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.

Time Tested Investment Philosophy

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.

Disciplined Research Process

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.

Balanced Portfolio Construction

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.

Investment Culture
Team of local experts with
global experience
Performance First work culture aligned
with client portfolio.
Bottom up stock selection
based Philosophy
Buy great businesses at attractive values.
Invest in business, do not bet on macro.
Balanced portfolio
construction
Aim to avoid top-down bets on macro
factors aim to ensure performance a
function of stock selection
Time tested Process
Disciplined fundamental research
Proprietary OpcoFincoTM analytical framework
honed over two decades
Portfolio
Judgement
Edge
Analytical
Edge
Knowledge
Edge
Information
Edge
Contact
Information

Ashoka WhiteOak Capital Pte. Ltd.
3 Church Street, #22-04,
Samsung Hub,
Singapore 049483

Phone : +65 6977 7473

For enquiry/information

[email protected]
For complaint/grievance
[email protected]
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