Mutual Funds

Mutual Funds

The Oak Ridge family of mutual funds embodies our steadfast commitment to serving the investors who place their trust in our judgment. Our mandate is to invest our clients’ assets in high-quality equity opportunities according to each portfolio’s stated investment objective.

2016 Estimate Capital Gains Distribution Notice

US EQUITIES

Small Cap Growth Fund
Dynamic Small Cap Fund
Disciplined Growth Fund
Dividend Growth
Large Cap Growth

INTERNATIONAL EQUITIES

International Small Cap Fund
Global Equity Fund

SECTOR EQUITIES

Technology Insights Fund

HUMAN NATURE VERSUS SUCCESSFUL INVESTING

Human nature and emotions tempt investors to follow short-term trends, but successful investing requires a long-term discipline.

Strong Vision, Stronger Conviction

Diligent, patient and highly confident. Our singular focus is to invest in consistent, high-performing businesses.