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White Oak Select Growth WOGSX

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    1. Dr. Andrew Lo: ‘Buy and Hold” Does Not Work Anymore

      Headlines

      Mon, 5 Mar 2012

      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

    2. How to Keep Your Head When Your Fund Is Losing Its Tail

      Headlines

      Tue, 6 Jul 2010

      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.

    3. Funds Affected by the Gulf Oil Spill

      Headlines

      Fri, 28 May 2010

      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

    4. WOGSX White Oak Select Growth Fund Analysis, Report, Research, 5 Star Rating – Morningstar

      Fund Reports

      Tue, 27 Oct 2009

      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

    5. Actively Managed Vanguard Funds an Indexer Could Love

      Headlines

      Thu, 28 Sep 2006

      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

    6. Ownership Zones Bring a Portfolio to Life

      Headlines

      Mon, 19 Jun 2006

      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

    7. The Top 10 Fund Value Creators and Destroyers

      Headlines

      Mon, 23 Jan 2006

      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

    8. The 10 Biggest Wealth-Creating Funds of 2004

      Headlines

      Mon, 27 Dec 2004

      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

    9. The 10 Biggest Wealth-Destroying Funds of 2004

      Headlines

      Mon, 20 Dec 2004

      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

    10. Fat and Happy? Evaluating Fund Manager Incentives

      Headlines

      Thu, 26 Aug 2004

      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

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