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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:

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Red Oak Technology Select and Pin Oak Equity Win 2019 Lipper Fund Awards From Refinitiv

News

March 18, 2019

Best Science & Technology Fund – 10 Years

Red Oak Technology Select Fund ranked 1st out of 99 eligible funds in the Science & Technology Fund category. For three years in a row, Red Oak Technology Select Fund has been honored with a prestigious Lipper Fund Award from Refinitiv for Best Science & Technology Fund over ten years. The Lipper Fund Awards from Refinitiv honor funds and fund management firms that have excelled in providing consistently strong risk-adjusted performance relative to their peers. Selection is based entirely on objective, quantitative criteria.

Best Multi-Cap Core Fund – 10 Years

Pin Oak Equity Fund ranked 1st out of 375 eligible funds in the Multi-Cap Core Fund category. The Lipper Fund Awards from Refinitiv honor funds and fund management firms that have excelled in providing consistently strong risk-adjusted performance relative to their peers. Selection is based entirely on objective, quantitative criteria.

Our Investment Approach

Red Oak is managed by Jim Oelschlager and Robert Stimpson. The Investment Team builds the portfolio with companies that possess sustainable competitive advantages and trade at attractive valuations.

Learn more about our Red Oak Technology Select.

Our Investment Approach

Pin Oak Equity is managed by Jim Oelschlager and Robert Stimpson. The Investment Team concentrates the portfolio in a select number of sectors and holdings; it seeks the Managers’ best ideas, regardless of company’s size.

Learn more about our Pin Oak Equity Fund.

More about Lipper Fund Awards from Refinitiv:
The Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers.

The Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Lipper Fund Award. For more information, see lipperfundawards.com. Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper.

Past performance does not guarantee future results.

To determine if this Fund is an appropriate investment for you, carefully consider the Fund’s investment objectives, risk factors and charges and expenses before investing. This and other information can be found in the Fund’s prospectus which may be obtained by clicking here or by calling 1-888-462-5386.

Mutual fund investing involves risk, including the possible loss of principal. Oak Associates Funds are distributed by Ultimus Fund Distributors, LLC. Ultimus Fund Distributors, LLC and Oak Associates Funds are separate and unaffiliated.

IMPORTANT INFORMATION

The statements and opinions expressed are those of the author and do not represent the opinions of Oak Associates or Ultimus Fund Distributors, LLC. All information is historical and not indicative of future results and is subject to change. Readers should not assume that an investment in the securities mentioned was profitable or would be profitable in the future. This information is not a recommendation to buy or sell. This manager commentary 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.

Past performance is no guarantee of future results. Investments are subject to market fluctuations, and a fund’s share price can fall because of weakness in the broad market, a particular industry, or a specific holding. The investment return and principal value of an investment will fluctuate so that an Investor’s shares, when redeemed, may be worth more or less than their original cost and current performance may be lower or higher than the performance quoted. Click here for standardized performance.
The S&P 500 Index is a commonly-recognized, market capitalization-weighted index of 500 widely held equity securities, designed to measure broad U.S. equity performance. One cannot invest directly in an index.

CFA is a registered trademark of the CFA Institute.

Oak Associates Funds are distributed by Ultimus Funds Distributors, LLC (Member FINRA). Ultimus Fund Distributors, LLC and Oak Associates Funds are separate and unaffiliated.

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