
S. Value VUVLX, debated Jim Oelschlager of White Oak Select Growth WOGSX . At the time, Grantham was largely thought to ..... 9.91% for the trailing three years while White Oak Select Growth is up just 3.3% annualized. A Smoking Good
That was the case earlier in this decade after the Internet bubble burst and fully exposed the fact that White Oak Select Growth 's WOGSX feast-or-famine risk/reward profile would make it very tough for the fund to deliver over time.
Eq BIAVX Large Value 168 . 8 5 . 22 83 9 DWS Large Cap Value KDCAX Large Value 1 , 694 . 6 4 . 92 30 95 White Oak Select Gr WOGSX Large Growth 331 . 9 4 . 86 56 15 FPA Crescent FPACX Mod Alloc 3 , 475 . 4 4 . 15 16 57 Dreyfus S & P Stars BSPCX Large Growth
that the fund tends to post big gains in bull markets, but it is also extremely vulnerable to market downturns. With White Oak Select Growth , high conviction hasn't paid off over the long term. Jim Oelschlager has helped steer this fund since 1992 and became
category averages since they appeared on the list in February 2001. (Okay, that screen also let the dismal White Oak Select Growth WOGSX , but no system is perfect). I decided it would be instructive to turn the founder's criteria loose on
most. The other part is good stock selection. White Oak Select Growth WOGSX ownership zone Same category as Growth Fund ..... but it would be a bad idea to do that with White Oak Select Growth . That extreme portfolio has led to extreme
Fixed-Income SEFIX World Bond -97 -9.85% White Oak Select Growth WOGSX Large Growth -97 -5.11% BlackRock International ..... still like the fund. I'm less enthused about White Oak Select Growth WOGSX , which seems to disagree with the market every
shareholders will win, too. Poll Results I asked you which fund was most disappointing, and you picked White Oak Growth Stock WOGSX . Which fund was the biggest disappointment for you in 2004? 38.2% --White Oak Growth Stock 29.7% -- Fidelity Select
2004 was brutal, this fund has produced strong long-term performance and we continue to like it. White Oak Growth Stock WOGSX This fund is a long-time chip-stock fan, too. Manager Jim Oelschlager has nearly half the fund's assets in computer
low-turnover, long-term-oriented strategy that is Oak's signature, partly explaining White Oak Growth Stock Fund 's WOGSX "fair" rating for manager incentives. One component of the bonus compensation methodology at Longleaf Partners LLPFX measures