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Red Oak Technology Select Fund Wins 2018 Thomson Reuters Lipper Fund Award

News

May 29, 2018

Best Science & Technology Fund – 10 Years

Red Oak Technology Select Fund ranked 1st out of 104 eligible funds in the Science & Technology Fund category. For two years in a row, Red Oak Technology Select Fund has been honored with a prestigious Lipper Fund Award for Best Science & Technology Fund over ten years. The Lipper Fund Awards honor funds and fund management firms that have excelled in providing consistently strong risk-adjusted performance relative to their peers. Selection is based entirely on objective, quantitative criteria.

Best Multi-Cap Core Fund – 10 Years

Red Oak is managed by Mark Oelschlager, CFA. Oelschlager builds the portfolio with companies that possess sustainable competitive advantages and trade at attractive valuations.

Learn more about our Red Oak Technology Select Fund.

More about Lipper Fund Awards:
Thomson Reuters Lipper awards are often considered one of the most prestigious awards in the investment industry. The Lipper Awards honor funds and fund management firms that have excelled in providing consistently strong risk-adjusted performance relative to their peers. Selection is based entirely on objective, quantitative criteria.

A Lipper Fund Award is awarded to one fund in each Lipper classification for achieving the strongest trend of consistent risk-adjusted performance against its classification peers over a three, five or ten-year period. The Lipper Fund Awards are part of the Thomson Reuters Awards for Excellence, a global family of awards that celebrate exceptional performance throughout the professional investment community. The Thomson Reuters Awards for Excellence recognize the world’s top funds, fund management firms, sell-side firms, research analysts and investor relations teams. The Thomson Reuters Awards for Excellence also include the Extel Survey Awards, the StarMine Analyst Awards, and the StarMine Broker Rankings. For more information, please contact [email protected] or visit excellence.thomsonreuters.com.

IMPORTANT INFORMATION

The statements and opinions expressed are those of the author and do not represent the opinions of Oak Associates or Ultimus Fund Distributors, LLC. All information is historical and not indicative of future results and is subject to change. Readers should not assume that an investment in the securities mentioned was profitable or would be profitable in the future. This information is not a recommendation to buy or sell. This manager commentary represents an assessment of the market environment at a specific point in time and is not intended to be a forecast of future events or a guarantee of future results. This information should not be relied upon by the reader as research or investment advice.

Past performance is no guarantee of future results. Investments are subject to market fluctuations, and a fund’s share price can fall because of weakness in the broad market, a particular industry, or a specific holding. The investment return and principal value of an investment will fluctuate so that an Investor’s shares, when redeemed, may be worth more or less than their original cost and current performance may be lower or higher than the performance quoted. Click here for standardized performance.
The S&P 500 Index is a commonly-recognized, market capitalization-weighted index of 500 widely held equity securities, designed to measure broad U.S. equity performance. One cannot invest directly in an index.

CFA is a registered trademark of the CFA Institute.

Oak Associates Funds are distributed by Ultimus Funds Distributors, LLC (Member FINRA). Ultimus Fund Distributors, LLC and Oak Associates Funds are separate and unaffiliated.

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