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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
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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.
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