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Oak Ridge Investments Announces Completion of Strategic Initiative

Marketing, Distribution and Operations spun off to North Square Investments, providing greater resources for Oak Ridge investment team in a highly beneficial partnership. CHICAGO Oak Ridge Investments is the beneficiary of a transformative realignment that lifts out 24 experienced professionals to form North Square Investments, led by CEO Mark Goodwin, who had previously been serving as President of Oak Ridge. The Oak Ridge Investments team

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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 &

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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.

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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

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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

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Pioneer Investments and Oak Ridge Investments Announce Repurchase of Minority Interest in Oak Ridge Owned by Pioneer

BOSTON AND CHICAGO – June 3, 2014 Pioneer Investments of Boston and Oak Ridge Investments, LLC of Chicago (Oak Ridge) today jointly announced that Oak Ridge will repurchase the 49% stake in Oak Ridge purchased by Pioneer in 2005. In addition, the firms agreed to propose that the two Pioneer funds for which Oak Ridge currently serves as investment sub-adviser — Pioneer Oak Ridge Small

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Oak Ridge Announces the Appointment of Neil A. Cummins as Chairman

Oak Ridge Investments, LLC, is pleased to announce the appointment of Neil A. Cummins to the senior management team as Chairman. Mr. Cummins will join the Oak Ridge Executive Committee and be responsible for leading the strategic plan of the firm. He will be actively engaged in business development, both in expanding Oak Ridge’s global client focus and the addition of new strategies to grow

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Transformative Shift

Dear Client, With nearly double-digit gains in every major U.S. equity index in the first quarter of 2013, stocks have reached or surpassed their pre-financial crisis levels. That this feat occurred only recently is as much due to continued investor skepticism as it is to the hesitant stabilization of the financial markets and the slow, but improving economy. In order to bolster investor confidence, the

Posted in Outlook