News

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Sean Wallace, Director of Marketing
312.857.2167
swallace@oakridgeinvest.com

Archive

5 Years Strong: Global Resources & Infrastructure Fund

Fund achieves strong track record in a growing, compelling asset class.   CHICAGO – October 19, 2017:  Since launching the fund in 2012, Michael Underhill and Susan Dambekaln of Capital Innovations have focused on one core mission: provide specialized, real asset solutions for clients. Real asset companies, broadly defined as energy, metals/mining, agribusiness, infrastructure, timber/forestry and real estate serve essential human needs.  Global population growth

Oak Ridge Investments Launches Global Resources & Infrastructure Fund

Firm targets asset growth through ongoing, select product additions CHICAGO – August 11, 2017: Oak Ridge Investments, LLC is an investment management firm focused on delivering unique, alpha generating boutique investment strategies to the marketplace. The strategy, a mutual fund focused on global real assets, was recently acquired from RidgeWorth Investments and complements Oak Ridge’s existing, actively managed lineup. The Oak Ridge Global Resources &

Oak Ridge Investments Expands Product Lineup with Three New Funds

Firm targets asset growth through strategic product launches CHICAGO – August 18, 2016:  Oak Ridge Investments, LLC is pleased to announce the launch of three new products by leveraging its specialized investment capabilities. The firm continues to address client demand by diversifying its mutual fund lineup with new strategies which will drive additional asset growth. The Oak Ridge Disciplined Growth Fund (ODGIX) invests in U.S.

Todd Campo Joins Oak Ridge Investments as Head of Strategic Business Development

Firm targets asset growth through planned distribution & marketing team additions CHICAGO – March 21, 2016:  Oak Ridge Investments, LLC is pleased to announce the appointment of Todd Campo as Senior Vice President and Head of Strategic Business Development.  Campo will be responsible for managing existing client relationships in established channels such as broker-dealers and retirement, while positioning our mutual funds, separate accounts and private

James Barclay Joins Oak Ridge Investments as Senior Vice President, Regional Sales Director

Firm targets asset growth through planned distribution & marketing team additions CHICAGO – January 11, 2016: Oak Ridge Investments, LLC is pleased to announce the appointment of James Barclay as Senior Vice President and Regional Sales Director of the Central region of the U.S. Barclay will be responsible for positioning our mutual funds, separate accounts and private placement investments within Wealth Management, Retirement, and Private

Oak Ridge Investments Launches Two New Small Cap Funds

Firm targets asset growth through ongoing strategy additions CHICAGO – Oak Ridge Investments, LLC, an investment management firm focused on select, actively managed equity strategies recently launched two new mutual funds in the small cap core category. These funds add to the firm’s established leadership in small cap stock investing. The Oak Ridge International Small Cap Fund (ORIIX) and Dynamic Small Cap Fund (ORSIX), will

Oak Ridge Investments Names Mark Goodwin Chief Operating Officer

CHICAGO – September 29, 2015: Oak Ridge Investments, LLC, a long-standing investment advisory firm, today announced that Mark D. Goodwin has been appointed Chief Operating Officer, effective immediately. Based in the Firm’s Chicago headquarters, Mr. Goodwin also serves on Oak Ridge’s Executive Committee. “As we are again 100% employee owned, Mark will advance our timeline to effect a broader number of investment strategies while maintaining

Oak Ridge Investments, LLC Announces 100% Employee Ownership and Mutual Fund Reorganization, Eyes Acquisitions

CHICAGO, IL – October 21, 2014: Oak Ridge Investments, LLC is pleased to announce that, effective October 17, 2014, the Firm is now 100% employee owned. On June 2, 2014, Oak Ridge Investments signed a definitive agreement with Pioneer Investments to repurchase the 49% stake in the Firm sold to Pioneer Investments in 2005. The repurchase was funded internally by Firm employees and will result

Oak Ridge announces the appointment of Malcolm J. Lunn as Senior Vice President, Regional Sales Director

CHICAGO – September 16, 2014:  Oak Ridge Investments, LLC is pleased to announce the appointment of Malcolm J. Lunn as Senior Vice President and Regional Sales Director of the Southwest region of the U.S.  Mr. Lunn will be responsible for positioning our mutual funds, separate accounts and private placement investments within Wealth Management, Retirement, and Private Banks. Mr. Lunn has an extensive background in the

Oak Ridge announces the appointment of Susan S. Rudzinski as Compliance Officer & Associate General Counsel

CHICAGO – June 18, 2014:  Oak Ridge Investments, LLC is pleased to announce that Susan S. Rudzinski has joined the firm’s compliance and legal departments acting as Compliance Officer and Associate General Counsel. Ms. Rudzinski has an extensive background in compliance roles, most recently serving as Compliance Director for Convergent Capital Management LLC in Chicago where she was responsible for compliance and legal oversight for