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We approach investing with the philosophy, supported by a long historical background, that current market price is not always an accurate reflection of the true worth of a business. Our essential investing premise is that we can be successful over time by buying high quality companies with solid competitive advantages, run by capable, fair-minded management teams, purchased at sizable discounts from their intrinsic values. We believe that investing in this fashion, over long periods of time (minimum 3-5 years), links one’s return opportunities mainly to the success and growth of a carefully selected group of businesses with superior characteristics. Learn more>>>
Oak Value Fund
Prospectus/Proxy Statement

Investment Adviser's Review
Second Quarter 2010

Oak Value and RS Reach Agreement
June 24, 2010

Advisor Intelligence Due Diligence Update May 7, 2010
Barron's: Angling for Returns
August 24, 2009

Link to Oak Value Fund Prices


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