White OAK MF To Launch WhiteOak Capital ESG Best-in-Class Strategy Fund

WhiteOak Capital Asset Management is set to launch its ESG Best-In-Class Strategy Fund, an open-ended equity scheme, on October 11, 2024, offering an opportunity for investors focused on companies that adhere to high standards in Environment, Social, and Governance (ESG) practices. This fund is designed for investors aiming for long-term capital appreciation, with a specific focus on investing in companies that score well in corporate governance.

Investment Strategy & Overview 

The WhiteOak Capital ESG Best-In-Class Strategy Fund will identify high-quality businesses that exhibit superior corporate governance, sustainable business practices, and strong growth potential. The fund employs a proprietary ranking system that assesses companies based on a set of ESG and governance-related criteria, including accounting practices, capital allocation, board strength, and compliance with regulations. Companies are ranked from 1 to 12, with the top four categories forming the core of the fund’s investment.

Key Details

Unique Assessment Framework

WhiteOak Capital uses both quantitative and qualitative data to evaluate the corporate governance of companies. The fund management team, led by Ramesh Mantri, utilizes insights from a variety of sources such as financial statements, regulatory filings, and on-ground information from factory visits and interactions with competitors, customers, and industry experts. This approach might help ensure the fund invests only in companies with a track record in governance and a commitment to sustainability.

Potential Returns & Risk

The fund is for investors looking for a high-risk, high-reward proposition. The focus on ESG and governance makes it an attractive option for investors who are socially conscious but also seek long-term growth. While the Net Asset Value (NAV) is yet to be announced, the initial price of each unit will be Rs.10, with a minimum investment requirement of Rs.500.

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Conclusion: For investors keen on aligning their portfolio with sustainable practices, the WhiteOak Capital ESG Best-In-Class Strategy Fund offers an investment solution that might be considered taking into account all the risk factors. 

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. It is based on several secondary sources on the internet and is subject to changes. Please consult an expert before making related decisions.