突发资讯

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Live Oak Health Sciences Fund (LOGSX)

US Funds

从投资组合添加/删除添加至投资组合

20.860 +0.070 +0.34%

24/12 - 延迟数据. USD 货币

类型: 基金

市场: 美国

发行商: Oak Associates

资产类别: 股票

晨星评级:
总资产: 49.94M

LOGSX概述

本页面提供Live Oak Health Sciences Fund的详细介绍，帮助您了解LOGSX的高管、总资产、投资策略和联系方式等信息。

种类

Health

总资产

49.94M

费用

1.02%

开始日期

2001年6月29日

联络信息

地址 P.O. Box 219441
Kansas City,MO 64121
United States

电话 +1 8884625386

网址 www.oakfunds.com

高管

名称	标题	任期	至
Jeffery B. Travis	Portfolio Manager	2019	now
背景介紹	Mr. Travis has more than 21 years of investment experience. He re-joined Oak Associates in 2019. Prior to re-joining Oak, Mr. Travis was a Principal and Senior Analyst at Winslow Asset Management, Director of Research at Broadleaf Partners and was a Portfolio Manager with Oak Associates, part of which he also served as Portfolio Manager for Black Oak Emerging Technology and Red Oak Technology Select Funds. Mr. Travis holds a BA in Economics from Denison University, an MBA from Case Western Reserve University and the Chartered Financial Analyst designation.
Robert D. Stimpson	Analyst	2019	now
背景介紹	Robert D. Stimpson, CFA, CMT. Mr. Stimpson is Co-Chief Investment Officer and a Portfolio Manager at Oak Associates, which he joined in 2001. Prior to joining Oak Associates in 2001, Mr. Stimpson earned an MBA from Emory University. Previously, Mr. Stimpson worked as an Equity Market Analyst for I.D.E.A., ltd and for Merrill Lynch as a Financial Consultant. He has been with the investment industry since 1997. In addition to the CFA designation, Mr. Stimpson holds the CMT charter from the Market Technicians Association.
James D. Oelschlager	Co-CIO	2019	2024
背景介紹	James D. Oelschlager serves as Co-Chief Investment Officer of Oak Associates ltd. He previously served as the President and CIO of Oak Associates and its predecessor from 1985-2019. Prior to founding Oak Associates in 1985, Mr. Oelschlager served as Director of Pension Investments/Assistant Treasurer for the Firestone Tire & Rubber Company. He has been with the investment industry since 1970.
Mark W. Oelschlager	Founder	2001	2019
背景介紹	Mark W. Oelschlager, CFA founded Oelschlager Investments in 2019 and serves as the firm’s President and Chief Investment Officer. Prior to 2019, he served as Co-Chief Investment Officer of Oak Associates, ltd. He was Portfolio Manager of Pin Oak Equity Fund, Live Oak Health Sciences Fund, and Red Oak Technology Select Fund, as well as Co-Portfolio Manager of White Oak Select Growth Fund. Prior to joining Oak Associates in 2000, Mr. Oelschlager served as a Senior Securities Analyst for the State Teachers Retirement System of Ohio. Mr. Oelschlager holds a BA in Economics from Trinity College, an MBA from The Ohio State University and the Chartered Financial Analyst (CFA) designation. He has been in the investment industry since 1994.
Brandi K. Allen	Sector Portfolio Manager	2001	2006
背景介紹	Brandi Allen is a sector portfolio manager, with responsibilities for the consumer staples and healthcare sectors. Prior to joining Silvant in 2006, Ms. Allen worked at Oak Associates, as co-portfolio manager of a healthcare biotech fund and a small-cap growth fund. Ms. Allen has been working in the investment industry, focusing on healthcare and portfolio management, since 1997. Ms. Allen earned a B.B.A. with Honors in finance from Ohio University and an M.B.A. from Case Western Reserve University. Outside Interests: Traveling, exploring new restaurants, and spending time with her husband and beagle.

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近期报价

	名称	价格	涨跌额	涨跌幅
	Live Oak Health S.	20.860	+0.070	+0.34%