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Oak Value Trust

Oak Value's investment approach is investing in good stock with good management, purchased at attractive prices. They act as the investment adviser for the Oak Value Fund, manage individual portfolios, and operate as a sub-adviser for several financial intermediaries. Clearly the company focus is on investment research, not catchy names.

Oak Value's investment approach is fashioned after the teachings of the late Professor Benjamin Graham and the subsequent refinements of his most famous pupil, Warren Buffett. The approach represents a commitment to investing capital for long-term preservation and growth, not a formula for gathering maximum assets to manage. They don't offer flavor-of-the-month investment products, or try to cover all investment style bases. They operate as a focused investment team, using research ideas for the benefit of clients and shareholders rather than a money management factory.

Oak Value Fund seeks capital appreciation. The fund invests primarily in common stocks, preferred stocks, and convertible securities. The advisor selects securities based on a value approach to investing. Factors that influence investment selection include indications of shareholder-oriented management, evidence of financial strength, expected future earnings improvement, limited institutional recognition, pricing flexibility, and cash flow generation. The fund may invest in foreign securities. It may also purchase U.S. government obligations subject to repurchase agreements.

The company focuses on efforts on analyzing a company's annual reports, meeting and evaluating management and examining other public information to develop an opinion of intrinsic value for a variety of businesses. The history of the stock market indicates a periodic propensity to completely mis-price many businesses versus their intrinsic value, based on misperception, emotional over-reaction, etc.

The company prides themselves on the determined application of their investment philosophy. they bring to shareholders a way of thinking about businesses, coupled with a sound, logical investment philosophy, as well as a disciplined, repeatable approach to applying these principles. They have a philosophy to employ methodically, without being dogmatic in applying it to a dynamic investment environment.

Unlike many firms in the investment management industry today, Oak Value Trust have only one philosophy, one way of thinking, one way of applying investment philosophy for the benefit of Oak Value’s clients and Oak Value Fund shareholders.

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