Oak Ridge Investments Launches Two New Small Cap Funds

Share Article

Firm targets asset growth through ongoing strategy additions

Oak Ridge Investments, LLC, an investment management firm focused on select, actively managed equity strategies recently launched two new mutual funds in the small cap core category. These funds add to the firm’s established leadership in small cap stock investing. The Oak Ridge International Small Cap Fund (ORIIX) and Dynamic Small Cap Fund (ORSIX), will be sub-advised by Algert Global, LLC which has a historical track record of strong outperformance versus respective benchmarks.

The Oak Ridge International Small Cap Fund will invest in companies across foreign developed markets targeting a cap range similar to the MSCI EAFE Small Cap Index. The Oak Ridge Dynamic Small Cap Fund will invest in a universe of small cap U.S. traded stocks and will seek to outperform the Russell 2000 Index.

Both Fund strategies will focus on analyzing inefficiencies in global equity markets that result from investor behavioral biases. This systematic process seeks to invest in companies with solid fundamentals, attractive relative valuation, and measureable market catalysts.

“We believe the Funds address a client-driven need in the marketplace by providing exposure to international small cap and U.S. small cap companies,” says Oak Ridge’s Chief Operating Officer, Mark D. Goodwin. “Launching two new funds based on the established track record of the funds’ sub-advisor, Algert Global, is a huge advantage. This is a significant opportunity to partner with a historically successful institutional investment manager through an accessible mutual fund vehicle.”

“The uniqueness of the asset classes these two funds focus on is a timely and compelling opportunity for our clients,” adds Head of Distribution & Marketing, Philip J. Callahan. “We believe the appetite for both funds will be strong given the prospect of active management doing well in these categories. We are excited to bring these complementary strategies to the Oak Ridge suite of diversified investment capabilities.”

Oak Ridge International Small Cap Fund – Class A: ORIAX / Class I: ORIIX
Oak Ridge Dynamic Small Cap Fund – Class A: ORSAX / Class I: ORSIX

Oak Ridge Investments is an investment management firm located in Chicago and New York. Founded in 1989, Oak Ridge is focused on providing select, actively managed equity strategies to its broad range of clients. The firm currently manages more than $4.5 billion.

Algert Global is a San Francisco-based leader in systematic investment strategies founded in 2002. Algert takes an active, fundamentally driven approach to exploit inefficiencies in global equity markets resulting from investor behavioral biases. The firm currently manages approximately $750 million.

Philip J. Callahan, Head of Distribution & Marketing
p: 312-857-2167 | pcallahan(at)oakridgeinvest(dot)com

Past performance does not guarantee future results. Before investing you should carefully consider the Fund’s investment objectives, risks, charges and expenses. This and other information is in the prospectus, a copy of which may be obtained by calling 855-551-5521 or visiting oakridgefunds.com. Please read the prospectus carefully before you invest.
Important Risks: Equity securities, such as common stocks, are subject to market, economic and business risks that may cause their prices to fluctuate. Investments made in small capitalization companies may be more volatile and less liquid due to limited resources or product lines and more sensitive to economic factors. The Funds may invest in foreign securities which involves certain risks such as currency volatility, political and social instability and reduced market liquidity. Emerging markets may be more volatile and less liquid than more developed markets and therefore may involve greater risks. The Funds may invest in ETFs (Exchange-Traded Funds) and is therefore subject to the same risks as the underlying securities in which the ETF invests as well as entails higher expenses than if invested into the underlying ETF directly.

Distributed by IMST Distributors, LLC

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Philip Callahan
Oak Ridge Investments

Visit website