Oak Value
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Taking Stock of One of Our Top Ultimate Stock-Pickers
… with Larry Coats and Christy Phillips, two of the three co-managers at RS Capital Appreciation Fund RCAPX (formerly the Oak Value Fund), which is not only one of a handful of Ultimate Stock-Pickers actually beating the market so far this year, but …
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CAAPX Ariel Appreciation Fund Analysis, Report, Research, 5 Star Rating – Morningstar
… here began Sept. 30, 2002. Matt Sauer became comanager on Nov. 20, 2006. He arrived at Ariel Capital after 13 years at Oak Value , another stellar Buffett-inspired fund. Tim Fidler joined this fund in late 2009, but he's been at Ariel Investments …
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RCAPX RS Capital Appreciation A Fund Analysis, Report, Research, 5 Star Rating – Morningstar
… Comanager David Carr was a founder of Oak Value Capital Management, which in September ..... manager of the fund--once known as Oak Value --since its 1993 inception. Larry ..... investment committee. Christy Phillips joined Oak Value in 2003; became director of research …
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Our Ultimate Stock-Pickers' Top 10 Buys and Sells
… the 2010 Cadbury acquisition as being a key strategic move for the firm, noting that they had held Cadbury (when managing Oak Value Fund) for the seven year period prior to the candy and gum manufacturer's acquisition by Kraft. Looking at Devon Energy …
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10 High-Conviction Buys from Our Ultimate Stock-Pickers
… with respected investors on both sides of the trade voicing their opinions. The managers at RS Capital (the successor to Oak Value fund) had started building their stake in Apollo during the second quarter of 2009, increased their holdings in the first …
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Our Ultimate Stock-Pickers' Top 10 Buys and Sells
… Winding down the list, American Express was the recipient of a meaningful addition by RS Capital Appreciation RCAPX (formerly Oak Value fund), as well as a new money purchase by Aston/Montag & Caldwell. Of its purchase of American Express, the managers …
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Our Ultimate Stock-Pickers' Top 10 New Money Purchases
… recent period, while RS Capital Appreciation RCAPX (formerly Oak Value fund) was the sole acquirer of shares of Tiffany TIF. Having ..... Tiffany several times over the last decade, the managers at Oak Value /RS Capital Appreciation had developed a pretty good understanding …
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Top New Money Purchases by Our Ultimate Stock-Pickers
… buying shares of Mastercard, which was a significant new money purchase for Parnassus Equity Income PRBLX, with Oak Value OAKVX making a meaningful addition to an existing stake in the name. Parnassus was also the largest new money purchaser …
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Top 10 Buys and Sells by Our Ultimate Stock Pickers
… purchase for Parnassus , and a meaningful addition for Oak Value OAKVX , which believes " MasterCard enjoys a very strong competitive ..... and was completely eliminated from the portfolio at Oak Value , which was concerned that the firm's " growth opportunities …
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RS' Wolf on the Oak Value Acquisition… about your firm's recent announcement of the purchase of Oak Value . It's a mutual fund based in North Carolina. They look ..... with that transaction and recently with RS is the fees for Oak Value are going to come down, and the fees for I know a lot of your …
ask you is about your firm's recent announcement of the purchase of Oak Value . It's a mutual fund based in North Carolina. They look for very, very high-quality businesses at reasonable prices, and the question Ithing with that transaction and recently with RS is the fees for Oak Value are going to come down, and the fees for I know a lot of your growth funds have come down recently as