By staying fully invested in a group of leading companies with strong competitive advantages and attractive dividend yields, we believe this leads to long-term investment growth.
|Latest Quarter||1 Year||3 Year||5 Year||Since Inception|
|Gross of Fees||-9.60%||0.10%||11.02%||8.91%||11.80%|
|Net of Fees||-9.74%||-0.50%||10.36%||8.27%||11.19%|
Inception: 11/1/2010. Gross of fees performance results reflect the asset-weighted performance of accounts (including cash reserves) managed for the period and do not reflect the deduction of any wrap fees or fees in lieu of commissions on wrap-fee accounts or any advisory fees on the accounts, but do reflect the deduction of trading commissions for separately managed accounts. Gross of fees returns are supplemental to net returns.
The Portfolio is actively managed and current holdings and characteristics may be different. The holdings listed should not be considered recommendations to buy or sell any particular security listed.
The Oak Ridge Investments team seeks to identify companies they believe have:
Companies that may have:
The Oak Ridge Investments team believes earnings growth is the primary determinant of long-term stock price appreciation. Their goal is to achieve superior returns over a full-market cycle while taking less risk and provide long-term dividend income.