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Pin Oak Equity Fund (POGSX)

Fundos EUA

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92,17 +0,78 +0,85%

24/12 - Atraso dados. Moeda em USD

Tipo: Fundo

Mercado: E.U.A.

Emissor: Oak Associates

Classe de Ativo: Açao

Classificação da Morningstar:
Ativos Totais: 138,55M

Pin Oak Equity Fund - Vista Geral

Nesta página encontrará um perfil aprofundado de Pin Oak Equity Fund. Fique a saber mais sobre as pessoas-chave, o total de ativos, a estratégia de investimento e a informação de contacto de POGSX, e mais.

Categoria

Large Blend

Ativos Totais

138,55M

Despesas

0,98%

Data de Início

33819

Informações de Contacto

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

Telefone +1 8884625386

Web www.oakfunds.com

Principais Executivos

Nome	Título	Desde	Até
Jeffery B. Travis	Portfolio Manager	2019	Agora
Biografia	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	Agora
Biografia	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
Biografia	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	2005	2019
Biografia	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
Biografia	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.
James D. Oelschlager	Co-CIO	1992	2007
Biografia	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.
Douglas S. MacKay	credit Analyst	1992	2005
Biografia	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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Cotações Recentes

	Nome	Custo	Variação	% de Var.
	Pin Oak Equity	92,17	+0,78	+0,85%