Blog Archives

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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New Technology Analysts Join Oak Ridge Investments

CHICAGO – June 3, 2014:  Oak Ridge Investments, LLC is pleased to announce that Robert B. Corman and Terry M. Quinn will be joining its investment team.  Mr. Corman and Mr. Quinn will serve as co-heads of Technology sector research. Coinciding with the addition of Mr. Corman and Mr. Quinn, Oak Ridge Investments will be opening a New York City-based office at which both Mr.

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Oak Ridge announces the appointment of Philip J. Callahan as Executive Vice President, Head of Distribution and Marketing

CHICAGO – June 3, 2014:  Oak Ridge Investments, LLC is pleased to announce the appointment of Philip J. Callahan to the senior management team as Executive Vice President, Head of Distribution and Marketing.  Mr. Callahan will join the Oak Ridge Executive Committee and be responsible for leading the Firm’s client facing activities. Mr. Callahan has an extensive background in the asset management industry, both in

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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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Oak Ridge Announces Investment Team Changes

Oak Ridge Investments, LLC, is pleased to announce the addition of Erika Maschmeyer to its investment team. Ms. Maschmeyer has agreed to join Oak Ridge with a June 3rd start date as a Senior Vice President and Research Analyst responsible for the Consumer Discretionary and Consumer Staples sectors. Prior to joining Oak Ridge, Ms. Maschmeyer spent seven years at Robert W. Baird & Co. in

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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

New Health Care Analyst Joins Oak Ridge Investment Team

Oak Ridge Investments, LLC, is pleased to announce the addition of Steven G. Slaughter to its investment team. Slaughter joins Oak Ridge as a Senior Vice President and Analyst responsible for research of companies in the Health Care sector. Prior to joining Oak Ridge, Slaughter was President of SMSV Advisory Services, Inc. which he cofounded in 2009. SMSV provides corporate development and independent market analytic

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