Prashant Khemka of White Oak Capital Management discusses alpha opportunities in midcaps and smallcaps across various sectors. He emphasizes the importance of balanced sector composition, market corrections, and the potential for higher returns from midcap funds. He says: "In our portfolio, we have consumer staples, technology, discretionary, materials names, banking and financial, real estate, and healthcare stocks across the board."
Aashish Somaiyaa, CEO of White Oak Capital Management, discusses the importance of monitoring liquidity and risk parameters in portfolios. The regulator s cautionary approach aims to protect investors, and the industry has implemented measures to manage liquidity and report liquidity parameters. For last one year, multiple fund houses including White Oak Capital have been taking systematic transactions in mid and smallcaps.
“We ourselves, including me, used to tell everybody that there are many events on the horizon; one has to drip money slowly and steadily over a six-month period. But now back-to-back two or three of these concerns have got sorted out. So from that perspective, people have to change their thought process and have to front-load the investment. ”
“We ourselves, including me, used to tell everybody that there are many events on the horizon; one has to drip money slowly and steadily over a six-month period. But now back-to-back two or three of these concerns have got sorted out. So from that perspective, people have to change their thought process and have to front-load the investment. ”