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 GLOBAL EQUITY FUND
Long-term capital appreciation
Starting with a proprietary global list of companies, we seek to find the most attractive investments relative to risk-adjusted returns. Position limits are implemented at the stock, sector and country level to ensure diversification and balance across the portfolio.
DESIGNED TO MANAGE VOLATILITY
An integrated risk management process optimizes liquidity and diversification constraints. With stock-specific dispersion on the rise, our global portfolio seeks to generate excess returns consistently through time with lower overall exposure to systemic risk factors.