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Not Bearish on IT Small and Mid Cap Alpha: WhiteOak Capital CIO Ramesh Mantri

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Manage episode 507604091 series 3488085
Content provided by Value Research. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Value Research or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
In this episode, Ramesh Mantri, Chief Investment Officer at WhiteOak Capital AMC, shares his insights on where opportunity lies in today’s volatile markets. Despite tariffs, sticky inflation, and global uncertainty, Indian equities have shown surprising resilience. Mantri explains why long-term corporate cash flow growth is the real driver of equity returns, and why this is an ideal environment for active fund managers.

With Rs 24,000 crore in AUM and WhiteOak's flexi-cap fund carrying a strong four-star Value Research rating, he outlines how their disciplined, bottom-up process works across both 'flat' and 'turning pitches,' ensuring performance in varied cycles. We also discuss:

  • Why small and mid caps still hold alpha potential despite premium valuations.

  • How WhiteOak builds a diversified mid-cap portfolio of 100+ stocks with a SIP-focused design and low-beta strategy.

  • The reasoning behind staying overweight in IT despite near-term pain, and why smaller IT names continue to deliver alpha.

  • Key opportunities in financials, healthcare, asset management, travel & hospitality, real estate, and high-end manufacturing.

Whether you're an SIP investor, a mutual fund enthusiast, or a long-term equity investor, this conversation is packed with practical insights on navigating uncertainty while building wealth.

  continue reading

999 episodes

Artwork
iconShare
 
Manage episode 507604091 series 3488085
Content provided by Value Research. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Value Research or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
In this episode, Ramesh Mantri, Chief Investment Officer at WhiteOak Capital AMC, shares his insights on where opportunity lies in today’s volatile markets. Despite tariffs, sticky inflation, and global uncertainty, Indian equities have shown surprising resilience. Mantri explains why long-term corporate cash flow growth is the real driver of equity returns, and why this is an ideal environment for active fund managers.

With Rs 24,000 crore in AUM and WhiteOak's flexi-cap fund carrying a strong four-star Value Research rating, he outlines how their disciplined, bottom-up process works across both 'flat' and 'turning pitches,' ensuring performance in varied cycles. We also discuss:

  • Why small and mid caps still hold alpha potential despite premium valuations.

  • How WhiteOak builds a diversified mid-cap portfolio of 100+ stocks with a SIP-focused design and low-beta strategy.

  • The reasoning behind staying overweight in IT despite near-term pain, and why smaller IT names continue to deliver alpha.

  • Key opportunities in financials, healthcare, asset management, travel & hospitality, real estate, and high-end manufacturing.

Whether you're an SIP investor, a mutual fund enthusiast, or a long-term equity investor, this conversation is packed with practical insights on navigating uncertainty while building wealth.

  continue reading

999 episodes

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