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Commentary
A Look Back at the Financial Crisis of 2008
By Mark Oelschlager
Co-Chief Investment Officer & Portfolio Manager
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Forbes - "Choose These Mutual Funds If They Are Available In Your 401(k) Plan"
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Q3, 2018 - Red Oak Named to Charles Schwab's Mutual Fund OneSource Select List™
July 20, 2018
News & Articles
Barron's - "Alphabet, H&R Block, and 4 Other Stocks for Turbulent Times"
Barron's
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Recent
Commentary
A Look Back at the Financial Crisis of 2008
By Mark Oelschlager
Co-Chief Investment Officer & Portfolio Manager
Commentary
Q1, 2018 Market Commentary
April 2, 2018
By Mark Oelschlager
Co-Chief Investment Officer & Portfolio Manager
Commentary
2017 Annual Shareholder Letter
By Mark Oelschlager, CFA | Co-Chief Investment Officer & Portfolio Manager
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Recent
News & Articles
Forbes - "Choose These Mutual Funds If They Are Available In Your 401(k) Plan"
News & Articles
Q3, 2018 - Red Oak Named to Charles Schwab's Mutual Fund OneSource Select List™
July 20, 2018
News & Articles
Barron's - "Alphabet, H&R Block, and 4 Other Stocks for Turbulent Times"
Barron's
News & Articles
Q2, 2018 - Red Oak Named to Charles Schwab's Mutual Fund OneSource Select List™
April 20, 2018
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Featured from the Archives
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2018 Capital Gains and Dividend Distributions
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Investor’s Business Daily Best Mutual Funds 2017 Awards
Pin Oak and Red Oak won top honors among peers
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Investor’s Business Daily: March 2017
Contrarian Pin Oak Equity Rises to the Top
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Forbes interviews Mark Oelschlager, featuring Pin Oak Equity
An Interview with Mark Oelschlager
Archives by Calendar Year
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2017 Capital Gains and Dividend Distributions
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Lower Expense Ratios For Oak Associates Funds
February 28, 2018
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USA Today: 9 Stocks To Buy This Spring
March 16, 2018
Robert Stimpson discusses Cognizant Technology Solutions.
News & Articles
CNBC Profiles Pin Oak
March 27, 2018
"Mark Oelschlager, manager of Morningstar five-star rated Pin Oak Equity Fund, learned a lot from his father but has found success by taking a slightly different approach."
Commentary
Q1, 2018 Market Commentary
April 2, 2018
By Mark Oelschlager
Co-Chief Investment Officer & Portfolio Manager
News & Articles
The Secret to Being a Better Investor
April 19, 2018
News & Articles
Q2, 2018 - Red Oak Named to Charles Schwab's Mutual Fund OneSource Select List™
April 20, 2018
News & Articles
Red Oak Technology Select Fund Wins 2018 Thomson Reuters Lipper Fund Award
Commentary
Second Quarter 2018 Market Commentary
Robert Stimpson, CFA
Portfolio Manager
News & Articles
Barron's - "Alphabet, H&R Block, and 4 Other Stocks for Turbulent Times"
News & Articles
Q3, 2018 - Red Oak Named to Charles Schwab's Mutual Fund OneSource Select List™
July 20, 2018
News & Articles
Forbes - "Choose These Mutual Funds If They Are Available In Your 401(k) Plan"
Commentary
A Look Back at the Financial Crisis of 2008
By Mark Oelschlager
Co-Chief Investment Officer & Portfolio Manager
Commentary
Third Quarter 2018 Market Commentary
By Robert Stimpson, CFA
Portfolio Manager
News & Articles