ORSIX Mutual Fund Money Managers

ORSIX
 Fund
  

USD 10.92  0.06  0.55%   

OAK RIDGE DYNAMIC is run by an experienced fund manager. A fund manager is in charge of implementing OAK RIDGE DYNAMIC investing strategy and managing its portfolio trading activities. Break down of OAK RIDGE management performance can provide insight into the fund's overall performance. Note, fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with OAK RIDGE DYNAMIC future under-performance.
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  Peter Algert  Money Manager
Fund Manager since September 30, 2015
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OAK RIDGE Net Asset Comparison

OAK RIDGE DYNAMIC is number one fund in net asset among similar funds. Total Asset Under Management (AUM) of Small Blend category is currently estimated at about 1.99 Trillion. OAK RIDGE adds roughly 20.32 Million in net asset claiming only tiny portion of funds listed under Small Blend category.

OAK RIDGE DYNAMIC Benchmark Summation

OAK RIDGE Stakeholder

Peter Algert - Fund Manager since September 30, 2015Profile

About OAK RIDGE Management Performance

The success or failure of an entity such as OAK RIDGE DYNAMIC often depends on how effective the management is. OAK RIDGE management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of ORSIX management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the ORSIX management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
Under normal circumstances, the fund will invest at least 80 percent of its net assets in equity securities of small capitalization U.S. companies. North Square is traded on NASDAQ Exchange in the United States.
The data published in OAK RIDGE's official financial statements usually reflect OAK RIDGE's business processes, product offerings, services, and other fundamental events. But there are other numbers, ratios, or fundamental indicators derived from these statements that are easier to understand and visualize within the underlying realities that drive quantitative information of OAK RIDGE DYNAMIC. For example, before you start analyzing numbers published by ORSIX accountants, it's critical to develop an understanding of what OAK RIDGE's liquidity, profitability, and earnings quality are in the context of the North Square space in which it operates.
Please note that past performance is not an indicator of the future performance of OAK RIDGE, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost. .
Please check Your Equity Center. You can also try Global Correlations module to find global opportunities by holding instruments from different markets.

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Please note, there is a significant difference between OAK RIDGE's value and its price as these two are different measures arrived at by different means. Investors typically determine OAK RIDGE value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, OAK RIDGE's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.