Investing with Purpose: Exploring the White Oak Impact Fund

The White Oak Impact Fund offers investors a unique opportunity to align their financial goals with positive social and environmental impact. This article provides a comprehensive overview of the fund, its investment strategy, performance, and potential impact on society.

What is the White Oak Impact Fund?

The White Oak Impact Fund is a closed-end, private equity fund managed by White Oak Global Advisors. The fund invests in companies and projects that generate both financial returns and measurable social and environmental benefits. The fund's mission is to deliver attractive returns to investors while making a meaningful difference in the world.

Investment Strategy

The White Oak Impact Fund employs a rigorous investment strategy that focuses on three key pillars:

• Sustainability: The fund invests in companies and projects that promote environmental sustainability, such as renewable energy, clean water, and waste reduction.
• Inclusion: The fund seeks to invest in companies that promote economic inclusion, such as affordable housing, education, and job creation.
• Health and Well-being: The fund invests in companies and projects that improve health and well-being, such as healthcare, nutrition, and mental health services.

Performance

Since its inception in 2017, the White Oak Impact Fund has achieved strong financial performance. As of June 2023, the fund has generated a net internal rate of return (IRR) of 12.3%, outperforming the benchmark Russel 2000 Index.

Key Performance Indicators:

Impact Measurement

The White Oak Impact Fund measures its impact through a framework developed by the Impact Management Project (IMP). This framework includes seven impact themes:

• Environmental sustainability
• Social justice
• Economic growth
• Health and well-being
• Education
• Arts and culture
• Philanthropy

The fund tracks and reports on its impact against these themes on an ongoing basis.

Impact Data:

Benefits of Investing with the White Oak Impact Fund

• Financial returns: The fund has a proven track record of delivering attractive financial returns to investors.
• Social and environmental impact: Investors can align their investments with their values and make a positive impact on the world.
• Diversification: The fund provides diversification for traditional investment portfolios.
• Tax benefits: The fund offers potential tax benefits for accredited investors.

Effective Strategies for Impact Investing

• Align with your values: Choose funds that align with your social and environmental priorities.
• Due diligence: Thoroughly research funds and their impact measurement systems before investing.
• Monitor impact: Regularly track the impact of your investments and hold fund managers accountable for their performance.
• Engage with companies: Advocate for positive change at the company level through shareholder engagement.

Tips and Tricks for Impact Investing

• Consider a blended approach: Invest in a mix of funds with different impact themes to diversify your impact portfolio.
• Seek transparency: Look for funds that provide transparent reporting on their impact and financial performance.
• Be patient: Impact investing can take time to generate financial returns and social impact.
• Stay informed: Stay up-to-date on the latest trends and best practices in impact investing.

Pros and Cons of White Oak Impact Fund

Pros:

• Proven track record of financial returns
• Measurable social and environmental impact
• Diversification for traditional portfolios
• Tax benefits for accredited investors

Cons:

• Closed-end fund with limited liquidity
• Higher management fees than traditional private equity funds
• May not meet all investors' impact or financial goals

Call to Action

If you are seeking to align your financial goals with positive social and environmental impact, consider investing with the White Oak Impact Fund. By investing in this fund, you can generate attractive returns while making a meaningful difference in the world.

Contact us today to learn more about the White Oak Impact Fund and how you can get involved.