The White Oak Impact Fund effectively stands out as a very unique initiative under the whole umbrella of White Oak LLC. In this article, I will be shedding some light on the objectives, nature, and in general a broader context of the White Oak Impact Fund company.
In this article, I will be discussing their company and more. Keep reading till the end of the article to find out more information about the same!
About White Oak Impact Fund
The White Oak Impact Fund LLC was founded in the year 2007. Their LLC is a private credit firm and an investment advisor (SEC) and provides various middle and small-market businesses with asset-based/small-term loans. They also provide services like treasury management, equipment financing, trade financing, and invoice factoring.
White Oak Capital Mutual Fund actually got started in the year 2017’s June 2017 by a man named Prashant Khemka. As of the year 2023, the assets under the management of the fund house got indexed at Rs 7,955 which is 0.16% of the Indian Mutual Fund industry’s AUM.
They have over twenty billion capital deployed ever since its inception across 1000+ companies throughout the regions of Canada, the U.S, and Europe.
Their main mission is to finance good businesses that are run by strong management and that have good services, products, and ideas.
Nature Of White Oak Impact Fund
The White Oak Impact Fund is a crucial part of the commitment of White Oak’s to delivering not just financial returns but also a lot of positive environmental and social impacts.
This fund has been designed to channel various investments into companies and projects that align with a specific form of sustainability and moral criteria. It reflects on an intense increase in the trend of finance which values both principal and profit.
Objectives And Strategies
The main objective of the White Oak Impact Fund is investing in opportunities that not only yield a greater financial return but also at the same time contribute towards both the society and environment.
This kind of dual is achieved through a very strategic investment in companies and sectors that demonstrate a potential for a more positive impact – including renewable energy but not just limited to that.
It also aims at making positive waves of impact towards healthcare innovations, sustainable agriculture, and renewable energy.
Keep reading till the end of the article to find out more information about the White Oak Impact Fund!
Regulatory Framework
As a component of the White Oak Global Advisors LLC, their fund operates within a very strict regulatory framework. The prospective stakeholders and investors are thoroughly encouraged to refer to the White Oak Global Advisors LLC. They have the whole of their compliance regulations listed on their official site which is going to provide you with insights and transparency into the more complex management practices and insights into the fund.
Operational Reach And Office Locations
White Oak Impact Fund’s operational reach is supported by a lot of offices held in strategic locations across the whole globe. These offices actively facilitate funds and account management which are beneficially owned by the entities of White Oak. It ensures a robust presence in important financial regions and markets.
Investment Criteria & Philosophy
The investment philosophy of White Oak Impact Fund revolves a whole lot around a thorough selection of processes that evaluate the various potential investments based on impact metrics and expected return.
These sorts of funds seek to invest and identify enterprises and projects that not only promise just mere economic profitability but also actively demonstrate a transparent path to contributing towards environmental and societal benefits.
Frequently Asked Questions
Now that you have a basic idea of what White Oak Impact Fund entails, here are a few other common queries that you might have. Here is a list of some of the more frequently asked questions pertaining to the topic of “White Oak Impact Fund”:
A: The White Oak Impact Fund is directly managed by the White Oak Global Advisors group.
A: The White Oak Impact Fund is domiciled in the region of Luxembourg.
A: They have a fund size of ‘000000’.
A: The White Oak Impact Fund is closed as of now.
A: White Oak Capital was earlier referred to as YES Mutual Fund. The YES AMC is what got renamed as White Oak Mutual Fund.
To Wrap It Up!
The White Oak Impact Fund signifies a massive step forward in the implementation of various impact-driven objectives along with a mix of financial returns. As the finance sector continues to evolve even more towards responsible and sustainable practices, the funds like White Oak Impact Fund play a very important role in mending the gap between making a positive global impact and financial success.
Thank you for reading up till the end of this article. I hope you find the information pertaining to “White Oak Impact Fund” to be useful.
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