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Red Oak Technology Select Fund(ROGSX)

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50.19 +0.59    +1.19%
23/12 - 延遲資料. USD 貨幣
種類:  基金
市場:  美國
發行者:  Oak Associates
資產類別:  股票
  • 晨星評級:
  • 總資產: 684.13M
Red Oak Technology Select 50.19 +0.59 +1.19%

ROGSX綜觀

 
你可在本頁找到深入的Red Oak Technology Select Fund公司檔案,包括ROGSX的主要管理層、總資產、投資策略及聯絡資料,以及各類其他資訊。
類別

Technology

總資產

684.13M

費用

0.94%

基金成立

36160

聯絡資訊

地址 P.O. Box 219441
Kansas City,MO 64121
United States
電話 +1 8884625386

主要管理層

名稱 主旨 成立於 直至
Jeffery B. Travis Portfolio Manager 2019 now
自傳 Mr. Travis has more than 21 years of investment experience. He re-joined Oak Associates in 2019. Prior to re-joining Oak, Mr. Travis was a Principal and Senior Analyst at Winslow Asset Management, Director of Research at Broadleaf Partners and was a Portfolio Manager with Oak Associates, part of which he also served as Portfolio Manager for Black Oak Emerging Technology and Red Oak Technology Select Funds. Mr. Travis holds a BA in Economics from Denison University, an MBA from Case Western Reserve University and the Chartered Financial Analyst designation.
Robert D. Stimpson Analyst 2019 now
自傳 Robert D. Stimpson, CFA, CMT. Mr. Stimpson is Co-Chief Investment Officer and a Portfolio Manager at Oak Associates, which he joined in 2001. Prior to joining Oak Associates in 2001, Mr. Stimpson earned an MBA from Emory University. Previously, Mr. Stimpson worked as an Equity Market Analyst for I.D.E.A., ltd and for Merrill Lynch as a Financial Consultant. He has been with the investment industry since 1997. In addition to the CFA designation, Mr. Stimpson holds the CMT charter from the Market Technicians Association.
James D. Oelschlager Co-CIO 2019 2024
自傳 James D. Oelschlager serves as Co-Chief Investment Officer of Oak Associates ltd. He previously served as the President and CIO of Oak Associates and its predecessor from 1985-2019. Prior to founding Oak Associates in 1985, Mr. Oelschlager served as Director of Pension Investments/Assistant Treasurer for the Firestone Tire & Rubber Company. He has been with the investment industry since 1970.
Mark W. Oelschlager Founder 2006 2019
自傳 Mark W. Oelschlager, CFA founded Oelschlager Investments in 2019 and serves as the firm’s President and Chief Investment Officer. Prior to 2019, he served as Co-Chief Investment Officer of Oak Associates, ltd. He was Portfolio Manager of Pin Oak Equity Fund, Live Oak Health Sciences Fund, and Red Oak Technology Select Fund, as well as Co-Portfolio Manager of White Oak Select Growth Fund. Prior to joining Oak Associates in 2000, Mr. Oelschlager served as a Senior Securities Analyst for the State Teachers Retirement System of Ohio. Mr. Oelschlager holds a BA in Economics from Trinity College, an MBA from The Ohio State University and the Chartered Financial Analyst (CFA) designation. He has been in the investment industry since 1994.
James D. Oelschlager Co-CIO 1998 2007
自傳 James D. Oelschlager serves as Co-Chief Investment Officer of Oak Associates ltd. He previously served as the President and CIO of Oak Associates and its predecessor from 1985-2019. Prior to founding Oak Associates in 1985, Mr. Oelschlager served as Director of Pension Investments/Assistant Treasurer for the Firestone Tire & Rubber Company. He has been with the investment industry since 1970.
Jeffery B. Travis Portfolio Manager 2005 2006
自傳 Mr. Travis has more than 21 years of investment experience. He re-joined Oak Associates in 2019. Prior to re-joining Oak, Mr. Travis was a Principal and Senior Analyst at Winslow Asset Management, Director of Research at Broadleaf Partners and was a Portfolio Manager with Oak Associates, part of which he also served as Portfolio Manager for Black Oak Emerging Technology and Red Oak Technology Select Funds. Mr. Travis holds a BA in Economics from Denison University, an MBA from Case Western Reserve University and the Chartered Financial Analyst designation.
Douglas S. MacKay credit Analyst 1998 2005
自傳 Mackay is the founder of Broadleaf Partners and portfolio manager of the Broadleaf Growth Equity Portfolio. Prior to founding the firm, MacKay spent 14 years at one of Ohio's largest privately owned money management firms, serving as a portfolio manager and was responsible for launching their successful family of no-load mutual funds.
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