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.
OAK RIDGE DYNAMIC SMALL CAP FUND
Long-term capital appreciation
DYNAMIC RESEARCH PROCESS
Our investment research is updated on a daily basis to rank each stock in our investable universe by forecasted risk adjusted return. We believe that by evaluating the value, quality and market catalysts of each stock, we can provide an attractive risk/return profile over our investment horizon.
DIFFERENTIATED PORTFOLIO IMPLEMENTATION
Investing in small cap stocks demands a careful attention to risk management and portfolio construction. We assess a company’s individual characteristics by neutralizing common industry and market factors. We also aim to optimize position size in our stock selections subject to transaction costs and risk forecasts.