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River Oak Discovery Fund (RIVSX) - A 5-Star Concentrated Small Cap Equity Fund

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2023 First Quarter Market Commentary: Unexpected, But Not Totally Unexpected

Robert D. Stimpson, CFA, CMT

Co-Chief Investment Officer & Portfolio Manager

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Why the Current U.S. Debt Ceiling Impasse Matters to Investors

News

Robert Stimpson on Bloomberg Radio

Robert D. Stimpson, CFA, CMT

Co-Chief Investment Officer & Portfolio Manager

Displaying 4 of 28

Recent

Commentary

2023 First Quarter Market Commentary: Unexpected, But Not Totally Unexpected

Robert D. Stimpson, CFA, CMT

Co-Chief Investment Officer & Portfolio Manager

Commentary

2022 Fourth Quarter Market Commentary: 2022 Year End Commentary and 2023 Outlook

Robert D. Stimpson, CFA, CMT

Co-Chief Investment Officer & Portfolio Manager

Commentary

2022 Annual Shareholder Letter

Robert D. Stimpson, CFA, CMT

Co-Chief Investment Officer and Portfolio Manager

Commentary

2022 Third Quarter Market Commentary: All Eyes on the Fed

Jeff Travis, CFA

Portfolio Manager and Senior Analyst

Displaying 4 of 8

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River Oak Discovery Fund (RIVSX) - A 5-Star Concentrated Small Cap Equity Fund

News

Robert Stimpson on Bloomberg Radio

Robert D. Stimpson, CFA, CMT

Co-Chief Investment Officer & Portfolio Manager

News

TD Ameritrade Network Interview: KLIC, MCHP, ELV: Investment Ideas For A Slowing Economy

Jeff Travis

News

Robert Stimpson on Bloomberg Radio

Robert D. Stimpson, CFA, CMT

Co-Chief Investment Officer & Portfolio Manager

Displaying 4 of 15

Recent

Insights

Why the Current U.S. Debt Ceiling Impasse Matters to Investors

Insights

Healthcare Sector May Be a Port in the Storm

Insights

Oak's Dual-Concentrated Approach Video

Making the Case for U.S. Small-Cap Stocks Thumbnail Picture

Insights

Making the Case for U.S. Small-Cap Stocks...Despite 2022 Volatility

Displaying 4 of 5

Featured from the Archives

Commentary

2023 First Quarter Market Commentary: Unexpected, But Not Totally Unexpected

Robert D. Stimpson, CFA, CMT

Co-Chief Investment Officer & Portfolio Manager

Read

News

Robert Stimpson on Bloomberg Radio

Robert D. Stimpson, CFA, CMT

Co-Chief Investment Officer & Portfolio Manager

Read

News

TD Ameritrade Network Interview: KLIC, MCHP, ELV: Investment Ideas For A Slowing Economy

Jeff Travis

Read

News

Robert Stimpson on Bloomberg Radio

Robert D. Stimpson, CFA, CMT

Co-Chief Investment Officer & Portfolio Manager

Read

News

Yahoo Finance: Microsoft’s ChatGPT investment is what ‘you want to see from a mega-cap tech name,’ strategist says

Read

News

TD Ameritrade Network Interview: KLAC, MCHP: Why Semiconductors Could Bounce In 2023 & How To Trade

Jeff Travis

Read

Commentary

2022 Fourth Quarter Market Commentary: 2022 Year End Commentary and 2023 Outlook

Robert D. Stimpson, CFA, CMT

Co-Chief Investment Officer & Portfolio Manager

Read

Commentary

2022 Annual Shareholder Letter

Robert D. Stimpson, CFA, CMT

Co-Chief Investment Officer and Portfolio Manager

Read

Archives by Calendar Year

Commentary

2022 Fourth Quarter Market Commentary: 2022 Year End Commentary and 2023 Outlook

Robert D. Stimpson, CFA, CMT

Co-Chief Investment Officer & Portfolio Manager

Read

News

TD Ameritrade Network Interview: KLAC, MCHP: Why Semiconductors Could Bounce In 2023 & How To Trade

Jeff Travis

Read

News

Yahoo Finance: Microsoft’s ChatGPT investment is what ‘you want to see from a mega-cap tech name,’ strategist says

Read

News

Robert Stimpson on Bloomberg Radio

Robert D. Stimpson, CFA, CMT

Co-Chief Investment Officer & Portfolio Manager

Read

News

TD Ameritrade Network Interview: KLIC, MCHP, ELV: Investment Ideas For A Slowing Economy

Jeff Travis

Read

News

Robert Stimpson on Bloomberg Radio

Robert D. Stimpson, CFA, CMT

Co-Chief Investment Officer & Portfolio Manager

Read

Commentary

2023 First Quarter Market Commentary: Unexpected, But Not Totally Unexpected

Robert D. Stimpson, CFA, CMT

Co-Chief Investment Officer & Portfolio Manager

Read

News

River Oak Discovery Fund (RIVSX) - A 5-Star Concentrated Small Cap Equity Fund

Read

News & Commentary

Recent

River Oak Discovery Fund (RIVSX) - A 5-Star Concentrated Small Cap Equity Fund

2023 First Quarter Market Commentary: Unexpected, But Not Totally Unexpected

Why the Current U.S. Debt Ceiling Impasse Matters to Investors

Robert Stimpson on Bloomberg Radio

TD Ameritrade Network Interview: KLIC, MCHP, ELV: Investment Ideas For A Slowing Economy

Robert Stimpson on Bloomberg Radio

Yahoo Finance: Microsoft’s ChatGPT investment is what ‘you want to see from a mega-cap tech name,’ strategist says

TD Ameritrade Network Interview: KLAC, MCHP: Why Semiconductors Could Bounce In 2023 & How To Trade

2022 Fourth Quarter Market Commentary: 2022 Year End Commentary and 2023 Outlook

2022 Capital Gains & Dividend Distributions

2022 Annual Shareholder Letter

Fox Business: Investors should jump to buy Cigna.

TD Ameritrade Network: Lam Research (LRCX) & Pool Corp. (POOL): Fast Growing & Profitable Stocks in Today’s Market.

TD Ameritrade Network: Will Meta Platforms (META) Benefit From An Election Year?

2022 Third Quarter Market Commentary: All Eyes on the Fed

MarketWatch: What’s the best way to invest in tech stocks right now?

Healthcare Sector May Be a Port in the Storm

2022 Second Quarter Market Commentary: Dieting is Hard

TD Ameritrade Network: Seeking Opportunities in the Tech Space.

Oak's Dual-Concentrated Approach Video

TD Ameritrade Network: Small Cap Stocks to Invest In.

Bloomberg's "The Tape": Investing Amid Volatility.

Making the Case for U.S. Small-Cap Stocks...Despite 2022 Volatility

Our Technology Funds – Designed For Different Goals

2022 First Quarter Market Commentary: The Ascent of Uncertainty

Market Update - The Debate Over Guns or Butter Returns

2021 Fourth Quarter Market Commentary: Phase 3 of the Pandemic Market

2021 Capital Gains & Dividend Distributions

Recent

2023 First Quarter Market Commentary: Unexpected, But Not Totally Unexpected

2022 Fourth Quarter Market Commentary: 2022 Year End Commentary and 2023 Outlook

2022 Annual Shareholder Letter

2022 Third Quarter Market Commentary: All Eyes on the Fed

2022 Second Quarter Market Commentary: Dieting is Hard

2022 First Quarter Market Commentary: The Ascent of Uncertainty

Market Update - The Debate Over Guns or Butter Returns

2021 Fourth Quarter Market Commentary: Phase 3 of the Pandemic Market

Recent

River Oak Discovery Fund (RIVSX) - A 5-Star Concentrated Small Cap Equity Fund

Robert Stimpson on Bloomberg Radio

TD Ameritrade Network Interview: KLIC, MCHP, ELV: Investment Ideas For A Slowing Economy

Robert Stimpson on Bloomberg Radio

Yahoo Finance: Microsoft’s ChatGPT investment is what ‘you want to see from a mega-cap tech name,’ strategist says

TD Ameritrade Network Interview: KLAC, MCHP: Why Semiconductors Could Bounce In 2023 & How To Trade

2022 Capital Gains & Dividend Distributions

Fox Business: Investors should jump to buy Cigna.

TD Ameritrade Network: Lam Research (LRCX) & Pool Corp. (POOL): Fast Growing & Profitable Stocks in Today’s Market.

TD Ameritrade Network: Will Meta Platforms (META) Benefit From An Election Year?

MarketWatch: What’s the best way to invest in tech stocks right now?

TD Ameritrade Network: Seeking Opportunities in the Tech Space.

TD Ameritrade Network: Small Cap Stocks to Invest In.

Bloomberg's "The Tape": Investing Amid Volatility.

2021 Capital Gains & Dividend Distributions

Recent

Why the Current U.S. Debt Ceiling Impasse Matters to Investors

Healthcare Sector May Be a Port in the Storm

Oak's Dual-Concentrated Approach Video

Making the Case for U.S. Small-Cap Stocks...Despite 2022 Volatility

Our Technology Funds – Designed For Different Goals

Featured from the Archives

2023 First Quarter Market Commentary: Unexpected, But Not Totally Unexpected

Robert Stimpson on Bloomberg Radio

TD Ameritrade Network Interview: KLIC, MCHP, ELV: Investment Ideas For A Slowing Economy

Robert Stimpson on Bloomberg Radio

Yahoo Finance: Microsoft’s ChatGPT investment is what ‘you want to see from a mega-cap tech name,’ strategist says

TD Ameritrade Network Interview: KLAC, MCHP: Why Semiconductors Could Bounce In 2023 & How To Trade

2022 Fourth Quarter Market Commentary: 2022 Year End Commentary and 2023 Outlook

2022 Annual Shareholder Letter

Archives by Calendar Year

2022 Fourth Quarter Market Commentary: 2022 Year End Commentary and 2023 Outlook

TD Ameritrade Network Interview: KLAC, MCHP: Why Semiconductors Could Bounce In 2023 & How To Trade

Yahoo Finance: Microsoft’s ChatGPT investment is what ‘you want to see from a mega-cap tech name,’ strategist says

Robert Stimpson on Bloomberg Radio

TD Ameritrade Network Interview: KLIC, MCHP, ELV: Investment Ideas For A Slowing Economy

Robert Stimpson on Bloomberg Radio

2023 First Quarter Market Commentary: Unexpected, But Not Totally Unexpected

River Oak Discovery Fund (RIVSX) - A 5-Star Concentrated Small Cap Equity Fund

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