Oak Library

Ticker Magazine

January 28, 2010

Ticker Magazine interviewed portfolio manager, Mark Oelschlager in its article about Pin Oak Aggressive Stock Fund. ("Disciplined and Patient.") Excerpt:

“A long-term perspective on investment themes is a fundamental precondition for sustainable returns. Mark Oelschlager, portfolio manager of the Pin Oak Aggressive Stock Fund, views investing as buying stakes in businesses, believes in patience, and is prepared to ride market volatility.” Click here to read full article.

The performance data quoted represents past performance and does not guarantee future results. Investment return and principal value will fluctuate so that an investor’s shares, when sold or redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the performance quoted. Click here for Oak Funds performance.

Holdings are subject to change and current and future holdings are subject to risk. Click here for Pin Oak holdings.

This material represents an assessment of the market environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. This information should not be relied upon by the reader as research or investment advice.

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