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First Quarter 2013 Market Commentary
by Mark Oelschlager, CFA

The Wall Street Journal Recognizes White Oak Select Growth and Red Oak Technology Select
March 2013

Dow Jones: “Pin Oak Fund Doesn’t Have Time for Short-Term Trends”
February 2013

Forbes: Love Only One
February 2013

The Wall Street Journal Recognizes White Oak Select Growth and Black Oak Emerging Technology
February 2013

Economic Update
"Is the Fed Doing the Right Thing?" by Mark Oelschlager, CFA

Fourth Quarter 2012 Fact Sheets
Performance, statistics, holdings and other fund information

2012 Manager Discussion & Analysis - Fiscal year reviews by Jim Oelschlager, Mark Oelschlager and Robert Stimpson

2012 Year-End Distributions

2012 Annual Letter to Shareholders
by Mark Oelschlager, CFA

Third Quarter 2012 Market Commentary
“An Alternate Reality” by Robert Stimpson, CFA

“Top 5 Zacks #1 Ranked Technology Mutual Funds"
September 2012

Q&A with the Portfolio Managers
Mark Oelschlager and Robert Stimpson discuss recent market volatility

Second Quarter 2012 Market Commentary
“Yield Bubble” by Mark Oelschlager, CFA

2012 Semi-Annual Report Shareholder Letter
by Robert Stimpson, CFA

Economic Update
"The Harsh Realities of Bond Math" by Mark Oelschlager, CFA

Barron's: "Like Father, Like Son
May 2012

First Quarter 2012 Market Commentary
“Time Heals All Wounds” by Robert Stimpson, CFA

The Wall Street Journal Recognizes Red Oak Technology Select Fund
April 2012

Dow Jones: “Black Oak Emerging Tech Fund Follows Long, Deep Path”
March 2012

2011 News and Commentaries
View Archives

To view standardized performance, please click on the fund name above.

The performance data quoted represents past performance. Past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost and current performance may be lower or higher than the performance quoted. For performance data current to the most recent month end, please click on the individual fund name in the Fund Center on the homepage or call 1-888-462-5386. Holdings are subject to change.