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White Oak Select Growth Fund (WOGSX)

US Funds

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155.94 +1.32 +0.85%

24/12 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 422.49M

Type: Fund

Market: United States

Issuer: Oak Associates

Asset Class: Equity

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WOGSX Overview

On this page you'll find an in-depth profile of White Oak Select Growth Fund. Learn about the key management, total assets, investment strategy and contact information of WOGSX among other information.

Investment Strategy

The investment seeks long-term capital growth. The fund invests primarily in common stocks of established U.S. companies with large market capitalization, or large cap companies. It will invest at least 80% of its net assets, under normal circumstances, in equity securities. In selecting investments for the fund, the adviser chooses stocks of companies which the advisor believes have above-average growth potential at attractive prices. The fund invests primarily in common stocks of U.S. companies, but may, to a lesser extent, invest in equity REITs, common stocks of foreign companies and American Depositary Receipts ("ADRs").

Contact Information

Address P.O. Box 219441
Kansas City,MO 64121
United States

Phone +1 8884625386

Web www.oakfunds.com

Top Executives

Name	Title	Since	Until
Jeffery B. Travis	Portfolio Manager	2019	Now
Biography	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	2010	Now
Biography	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	1992	2024
Biography	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	2010	2019
Biography	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.
Donna Barton	Portfolio Manager	2005	2007
Biography	Barton is a portfolio manager with Oak Associates, her employer since 1985. Prior to joining the firm, she was in the portfolio investing department from 1979 to 1985 and the accounting department from 1968 to 1979 with the Firestone Rubber Company. She has 27 years of investment experience.
Robert D. Stimpson	Analyst	2005	2007
Biography	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.
Douglas S. MacKay	credit Analyst	1992	2005
Biography	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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Recent Quotes

	Name	Price	Chg.	Chg. %
	White Oak Select .	155.94	+1.32	+0.85%