Choose your role:
I certify that I am a Financial Professional, representing clients at a Broker/Dealer, RIA or other financial firm and am looking for information, insights or investments for my clients.
The Oak site and content is for educational use. Individuals should consult an investment advisor before making any investment decisions.
INSTITUTIONAL INVESTORS
By clicking “Accept” below, you agree that you have read and acknowledged the terms detailed below. You also confirm that you are an institutional investor or a consultant to institutional investors and wish to proceed.
The information on this site (us) is intended for institutional investors and consultants to institutional investors and is published for informational purposes only. The information is directed at informing persons falling within one or more of the following categories:
The information contained on the site is in no way intended to constitute investment advice, an offer to sell, or a recommendation of any security or investment product. Investing in the stock market involves gains and losses and may not be suitable for all investors. Past performance is no guarantee of future results and holdings are subject to change.
News
“It takes discipline,” said Mark Oelschlager, manager of $213 million Pin Oak Equity Fund (POGSX), a top-five standout in the U.S. diversified equity, blend and large-cap categories. He also runs $420 million Red Oak Technology (ROGSX), tops among sector funds. “It takes a willingness to go against the crowd. And it takes conviction.”
See the complete list of award winners
