In this episode Luke Hyde-Smith is joined by Prashant Khemka, Founder and Chief Investment Officer of White Oak Capital Management. White Oak was founded in 2017 and has grown to be the largest independent manager of Indian equities, with over $8,000,000 of assets under management.

Prashant explains White Oak's investment philosophy, emphasising a performance-first culture, rigorous stock selection, and the importance of governance and scalable business models. They discuss India's economic reforms, which have bolstered the country's attractiveness for foreign investment and India's favourable conditions for stock picking, the growth in IPOs, and the increasing allocation of global investors to Indian markets.

Prashant highlights his long-term confidence in Indian equities and emerging markets, reflecting his personal investment strategy and confidence in future growth.

For more information on any of the topics featured in this episode email whyinvest@waverton.co.uk or visit www.waverton.co.uk or www.whiteoakindia.com

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