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 DISCIPLINED GROWTH FUND
Long-term capital appreciation
EARNINGS DRIVEN RESEARCH
Our investment research is focused on small, mid and large cap stocks we believe have sustainable earnings potential. We believe that a disciplined focused, despite market volatility, can provide an attractive risk/return profile over our investment horizon.
EMERGING BLUE CHIPS
Investing in growing companies on the leading edge of their respective industry demands a careful attention to detail. We evaluate a company’s growth potential on the basis of competitive, responsive business models. Given the opportunity to invest across the cap range, we aim to strategically target companies with upward earnings growth while taking less risk.