This mutual fund provides operations across India, Singapore, Mauritius, UK, and Switzerland, White Oak has fascinated among the largest Foreign Portfolio Investment invasions into India over the last three years. White Oak group objects collectively have (AUM) of USD ~ 5.6 bn (as of 30th April 2022) – with a global client base that includes independent wealth funds, pension plans, endowments, individuals and family offices investing into India through a mixture of distinctly managed accounts and investment funds.

White Oak has a strong performance-first culture, the mutual fund has been founded on a simple stock selection-based method and healthy risk management. The mutual fund belief and investment mantra of the seasoned investment team is that extra-large returns are made over time by investing in great businesses at good-looking valuations.

The mutual fund team employs a registered, cash-flow based and valuation framework which includes unique visions in contrast to accounting earnings-based models. The mutual fund team sustains a balanced portfolio to ensure that alpha generation captures stock picking ability, while consciously avoiding market timing, sector rotation.