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 RESOURCES & INFRASTRUCTURE FUND
Long-term capital appreciation and income.
DEEP EXPERTISE IN GLOBAL REAL ASSETS
Starting with a proprietary global list of companies, we seek to identify the most attractive investments related to natural resources, infrastructure and agribusiness industries. These companies have the potential to offer diversification, inflation protection and long-term returns.
MULTI-LEVEL RISK OVERSIGHT
By combining top-down and bottom-up research at the country, currency, regulatory and security level, we arrive at a thoughtfully implemented portfolio. An integrated risk management process at all stages of the investment process aims to monitor portfolio exposure in real-time.