Market Commentary: August, 2010
Bonds or Stocks?
River Oak Discovery Fund Celebrates 5-Year Anniversary!
TheStreet.com
River Oak Discovery Fund is featured in TheStreet.com’s Fund Manager Five Spot.
Bloomberg News
Bloomberg interviews portfolio manager, Robert Stimpson, in its market report.
Dow Jones
Mark Oelschlager treads a different path in running the Live Oak Health Sciences Fund.
Second Quarter Market Commentary
The second quarter of 2010 was a period of de-risking for the market. A number of factors contributed to a flight to safety, and the market declined by over 11%.
Fund Name Change
Pin Oak Aggressive Stock Fund changes to Pin Oak Equity Fund.
The Wall Street Journal
Pin Oak Aggressive Stock Fund is recognized as a top performer among peers for the one-year period ending March 31, 2010, according to Lipper.
Market Commentary: May 7, 2010
Wild Ride
Investor's Business Daily
Pin Oak Aggressive Stock Fund is featured in the 'Mutual Fund Profile' in Investor’s Business Daily.
TheStreet.com
Oak Associates Funds: Top-rated small fund family, according to TheStreet.com
Ticker Magazine
Portfolio manager, Mark Oelschlager is featured in a Ticker Magazine article about managing Pin Oak Aggressive Stock Fund.
Fourth Quarter 2009 Commentary and Year-End Review
For the full year, all Oak Funds significantly outperformed their individual benchmarks, with returns ranging from 36% on the low end to 79% for the highest-performing fund.
Economic Update: December 15, 2009
Why it is Difficult to be Bearish
2009 Manager Discussion & Analysis
Fiscal year analysis by Oak Funds portfolio managers, Jim Oelschlager, Mark Oelschlager and Robert Stimpson
Barron's
"Hot Time for Growth Investing," by Tom Sullivan
The Wall Street Journal
Four Oak Associates Funds are recognized as top performers among peers
The Wall Street Journal
White Oak Select Growth Fund ranks among top-performing "Large Cap Growth" funds for its one-year performance through March 31, 2009, according to Lipper.
Dow Jones
Dow Jones newswire's Tip Sheet column features River Oak Discovery Fund.
TheStreet.com
Pin Oak Aggressive Stock Fund is featured in TheStreet.com’s Fund Manager Five Spot.
Standard & Poor's
Standard & Poor’s Gives Pin Oak Aggressive Stock Fund 5-Star Ranking.
Investor’s Business Daily
White Oak Select Growth is featured in ‘Mutual Fund Profile’ in Investor’s Business Daily on November 24, 2009.
SmartMoney.com
Pin Oak Aggressive Stock Fund is recognized in SmartMoney list of focused funds.
PR Newswire
Standard & Poor’s Gives White Oak Select Growth 5-Star Ranking
TIME Magazine
Portfolio manager, Mark Oelschlager is interviewed for a TIME Magazine article about Pin Oak's 5-star ranking.
My Oak Account
Online Account Access
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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