"Oak Value Fund - Archive Page"

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

PRESS
Oak Value Fund Expands Distribution to Merrill Lynch Clients January 2, 2009
Oak Value Promotes Christy L. Phillips to Portfolio Manager September 17, 2008
The Wall Street Transcript: Investing in Sustainably Advantaged Businesses Interview with Larry D. Coats, Jr. July 21, 2008
Ticker Magazine Focus & Discipline in the Value World January, 2007
November 2006 The Motley Fool's Inside Value Newsletter Service Interview with David Carr and Larry Coats
December, 2004 Litman/Gregory's AdvisorIntelligence Fund Update.
June, 2004 Investing 501: The Buffett Way - Live Presentation at the Morningstar Conference, Chicago, IL Oak Value Fund Co-Managers presented at a breakout session titled Investing 501: The Buffet Way, which described our research and investment process using an in-depth case study of long-term Fund portfolio holding AFLAC as an example of our principles and philosophy in practice.
October, 2002 FUND INSIGHTS - Kiplinger's Personal Finance - Funds You Can Trust (Fund Insights by Ken Gregory and Steve Savage of Litman/Gregory)
October, 2002 No Load Fund Analyst Fund Manager Update
April 16, 2002 - Wall Street Journal Markets - At Oak Value Fund, Berkshire Is No. 1, But There's No Lock-Step With Buffett
March, 2002 Full Physical - Kiplinger's Personal Finance* - Mutual Funds 2002*
December 21, 2001 Money Matters Radio Show Audio
October, 2001 - No Load Fund Analyst Due Diligence
Sept 2, 2001 - Raleigh News&Observer More Start to See the Value in Old-School Investing
September 2001 - AAII Journal A Search For Good Businesses Selling At Attractive Prices
August 15, 2001 - Morningstar StockInvestor Why We Like Berkshire Hathaway
June, 2002 - The New York Times Magazine The Earnings Cult

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