Oak News and Commentaries

2010 Archive

• Year-End Market Commentary: December, 2010
  By Robert Stimpson, CFA
• Health Care Sector Commentary: Fourth Quarter 2010
  By Mark Oelschlager, CFA
• 2010 Capital Gains and Dividend Distribution Information
  Pin Oak, Live Oak and River Oak make distributions.
• Market Commentary: November, 2010
  "QE2" by Mark Oelschlager, CFA
• Charles Schwab Mutual Fund OneSource Select List
  Black Oak Emerging Technology Fund chosen for Select List.
• Reuters
  Reuters interviews portfolio manager, Robert Stimpson, in its November 15 report on U.S. stocks.
• Bloomberg News
  Bloomberg interviews portfolio manager, Robert Stimpson, in its October market report.
• Reuters
  Reuters interviews portfolio manager, Robert Stimpson, in its October 22 market report.
• Dow Jones
  Red Oak Technology Fund is profiled in a Dow Jones Tip Sheet.
• Third Quarter Market Commentary
  By Mark Oelschlager, CFA
• Bloomberg News
  Bloomberg interviews portfolio manager, Robert Stimpson, in its market report.
• Market Commentary: September, 2010
  "Cash Kindling" by Robert Stimpson, CFA
• Investor's Business Daily
  Robert Stimpson, manager of Black Oak Emerging Technology Fund, is interviewed in an article on technology investing.
• Market Commentary: August, 2010
  "Bonds or Stocks?" by Mark Oelschlager, CFA
• River Oak Discovery Fund Celebrates 5-Year Anniversary!
• Fund Name Change
  Pin Oak Aggressive Stock Fund changes to Pin Oak Equity 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%.
• Market Commentary: May 7, 2010 - Wild Ride
• 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.
• TheStreet.com
  Oak Associates Funds: Top-rated small fund family, according to TheStreet.com
• 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.
• Second Quarter Market Commentary
  The second quarter of 2010 was a period of de-risking for the market.
• 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. 

2009 Archive

• Economic Update: December, 2009
  "Why it is Difficult to be Bearish" by Mark Oelschlager, CFA
• Investor’s Business Daily - White Oak Select Growth is featured in ‘Mutual Fund Profile’ in Investor’s Business Daily on November 24, 2009.
• PR Newswire: November 5, 2009 - Standard & Poor’s Gives White Oak Select Growth 5-Star Ranking
• Barron's - "Hot Time for Growth Investing," by Tom Sullivan
• SmartMoney.com - Pin Oak Aggressive Stock Fund is recognized in SmartMoney list of focused funds.
• Economic Update: December 15, 2009 - Why it is Difficult to be Bearish
• Standard & Poor's
  Standard & Poor’s Gives Pin Oak Aggressive Stock Fund 5-Star Ranking.
• TIME Magazine - Portfolio manager, Mark Oelschlager is interviewed for a TIME Magazine article about Pin Oak's 5-star ranking.
• Standard & Poor's - Standard & Poor’s Gives Pin Oak Aggressive Stock Fund 5-Star Ranking.
• 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.
• PR Newswire
  Standard & Poor’s Gives White Oak Select Growth 5-Star Ranking
• Third Quarter Commentary, 2009
• 2009 Manager Discussion & Analysis - Fiscal year analysis by Oak Funds portfolio managers, Jim Oelschlager, Mark Oelschlager and Robert Stimpson
• Economic Update: September, 2009
• Economic Update: June, 2009
• The Wall Street Journal - Four Oak Associates Funds are recognized as top performers among peers
• The Wall Street Journal - White Oak and Pin Oak rank among top-performing funds in their respective categories for one-year performance through June 30, according to Lipper.
• Reuters - Portfolio Manager, Robert Stimpson is quoted in a June 26 Reuters market report.
• Dow Jones - Dow Jones newswire's Tip Sheet column features River Oak Discovery Fund.
• Investment News - Portfolio Manager, Mark Oelschlager is quoted in a feature article in the May 25, 2009 issue.
• Economic Update: April, 2009
• Dow Jones - Portfolio Manager, Mark Oelschlager is quoted in a Dow Jones newswire story on the semiconductor sector.
• 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.
• 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.
• Economic Update: February, 2009

2008 Archive

• 4th Quarter 2008 Commentary & Year End Review
• Market Panic: October 10, 2008
• Bloomberg - Portfolio Manager, Robert Stimpson is quoted in an October Bloomberg report.
• Market Commentary, Third Quarter 2008
• Bottom Line - A September 25, 2008 Bottom Line newsletter features two stocks from Robert Stimpson ("These Attractive Firms Help Others Cut Costs").
• Dislocation and Time Horizons: September 19, 2008
• Questions Answered: September 17, 2008
• Economic Update September, 2008
• Dow Jones - Portfolio Manager, Robert Stimpson is quoted in a Dow Jones article on technology stocks.
• Akron Beacon Journal - Portfolio Manager, Jim Oelschlager is quoted in coverage of markets in the Akron Beacon Journal.
• Bloomberg - Portfolio Manager, Robert Stimpson is quoted in a Bloomberg report on U.S. stock trading.
• Economic Update August, 2008
• TheStreet.com - Pin Oak Aggressive Stock Fund is featured in TheStreet.com’s Fund Manager Five Spot.
• Market Commentary First Quarter 2008

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