updated
10 results Total investment of current selection: $ 139 M
| # | Name | Name | Name | Type | Country of HQ | Country of HQ | Country of HQ | Sectors | subsidiaries | Shares $M | Bonds $M | Total $M | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Reliance Industries Ltd | White Oak Capital Management | investment | India | India | South Asia | South Asia | $ 73 M | $ 73 M | ||||||
| 2 | Hindalco Industries Ltd | White Oak Capital Management | investment | India | India | South Asia | South Asia | $ 28 M | $ 28 M | ||||||
| 3 | Adani Group | White Oak Capital Management | investment | India | India | South Asia | South Asia | Adani Australia Pty Ltd, Adani Enterprises Ltd, Adani Ports and Special Economic Zone Ltd, Adani Power Ltd, Adani Energy Solutions Ltd, North Queensland Export Terminal Pty Ltd, PT Adani Global, Bravus Mining and Resources, Pench Thermal Energy (MP) Ltd, Adani Power Dahej Ltd, Adani Power (Jharkhand) Ltd, Karaikal Port Pvt Ltd, Adani Krishnapatnam Port Ltd, Mahan Energen Ltd, Bowen Rail Co Pty Ltd, Stratatech Mineral Resources Pvt Ltd, Adani Electricity Mumbai Ltd, NQXT Capital Pty Ltd, Adani Rugby Run Finance Pty Ltd, Mahanadi Mines and Minerals Pvt Ltd, CG Natural Resources Pvt Ltd, MP Natural Resources Pvt Ltd, Anuppur Thermal Energy (MP) Pvt Ltd, Katni Thermal Energy (MP) Ltd, Mirzapur Thermal Energy (UP) Pvt Ltd, Adani Infra (India) Ltd, Kalinga Alumina Ltd, Ambuja Cements Ltd | $ 23 M | $ 23 M | |||||
| 4 | JSW Infrastructure Ltd | White Oak Capital Management | investment | India | India | South Asia | South Asia | Paradip East Quay Coal Terminal Pvt Ltd, Mangalore Coal Terminal Pvt Ltd, Ennore Coal Terminal Pvt Ltd | $ 6 M | $ 6 M | |||||
| 5 | NTPC Ltd | White Oak Capital Management | investment | India | India | South Asia | South Asia | Jhabua Power Ltd, Patratu Vidyut Utpadan Nigam Ltd, Bhartiya Rail Bijlee Co Ltd, Kanti Bijlee Utpadan Nigam Ltd, Nabinagar Power Generating Co Ltd, THDC India Ltd, NTPC Mining Ltd | $ 3 M | $ 3 M | |||||
| 6 | Oil India Ltd | White Oak Capital Management | investment | India | India | South Asia | South Asia | Oil India International Pte Ltd, Numaligarh Refinery Ltd | $ 2 M | $ 2 M | |||||
| 7 | Hindustan Petroleum Corporation Ltd | White Oak Capital Management | investment | India | India | South Asia | South Asia | HPCL LNG Ltd | $ 1 M | $ 1 M | |||||
| 8 | Dalmia Bharat Ltd | White Oak Capital Management | investment | India | India | South Asia | South Asia | Dalmia Cement Bharat Ltd | $ 1 M | $ 1 M | |||||
| 9 | Petronet LNG Ltd | White Oak Capital Management | investment | India | India | South Asia | South Asia | $ 1 M | $ 1 M | ||||||
| 10 | Oil and Natural Gas Corporation Ltd (ONGC) | White Oak Capital Management | investment | India | India | South Asia | South Asia | $ <1 M | $ <1 M |
Remarks
Financial data is drawn from the commercial database Refinitiv (now known as LSEG Data & Analytics). For a selection of pension and sovereign wealth funds, data was collected from the fund disclosures and SEC filings in individual cases. The data was retrieved in May 2024, but filings can be older than that and might have changed since. This might especially be the case if an investor introduced a fossil fuel policy in the meantime. We acknowledge that shares and bonds of some Russian companies can't be traded on all markets anymore and were written off some investors’ portfolios.
This report is meant for information purposes only and not as a source of any specific investment recommendation. Nothing herein shall constitute or be construed as a recommendation, endorsement, or sponsorship of any company or fund. You should determine on your own whether you agree with the content of this information and data provided.
For more information read our detailed Methodology!