The publications and commentary made available through the archive section of this website are for your general information only. While these publications may help illustrate our investment philosophy, you should understand that they reflect Oak Value's historical views of the markets and the companies in which the Fund invests or has previously invested. Opinions expressed are current as of the date appearing on each publication and have not been updated in light of subsequent market events.

The information contained in these publications should not be considered as a recommendation of any particular security or investment strategy. Oak Value will not be responsible for investment decisions or losses resulting from use of this information.

Please select from the following categories in our Archive:

• QUARTERLY LETTERS
• ANNUAL/SEMI-ANNUAL REPORTS
• PRESS ARTICLES
• RESEARCH PUBLICATIONS

QUARTERLY LETTERS

Investment Adviser's Review - Third Quarter 2006

2Q06 Letter to Shareholders - July 2006

Investment Adviser's Review - Second Quarter 2006

Investment Adviser's Review - First Quarter 2006

1Q06 Letter to Shareholders - April 2006

Investment Adviser's Review - Fourth Quarter 2005

Investment Adviser's Review - Third Quarter 2005

3Q05 Letter to Shareholders - October 2005

Investment Adviser's Review - Second Quarter 2005

2Q05 Letter to Shareholders - July 2005

Investment Adviser's Review - First Quarter 2005

1Q05 Letter to Shareholders - April 2005

Investment Adviser's Review Fourth Quarter and Calendar Year 2004

4Q04 Letter to Shareholders - January 2005

Investment Adviser's Review - Third Quarter 2004

Letter to Shareholders - October 2004

Investment Adviser's Review - Second Quarter 2004

Letter to Shareholders - June 2004

Investment Adviser's Review - First Quarter 2004

Letter to Shareholders - April 2004

Investment Adviser's Review - Fourth Quarter and Calendar Year 2003

Letter to Shareholders - January 2004

Managers Commentary (PDF)- Third Quarter 2003

Letter to Shareholders - October 2003

Managers Commentary (PDF)- Second Quarter 2003

LETTER TO SHAREHOLDERS - JULY 2003

2Q03 AUDIO COMMENTS

1Q03 MANAGER COMMENTARY

LETTER TO SHAREHOLDERS - April 2003

4Q02 MANAGER COMMENTARY

3Q02 MANAGER COMMENTARY