Registrieren Sie sich, um Meldungen für Instrumente,
Wirtschaftsevents und Inhalte von Autoren zu erhalten, denen Sie folgen
Kostenlose Registrierung Sie haben bereits ein Benutzerkonto? Anmelden
Kurse
Alle Finanzinstrumente
- Alle Finanzinstrumente
- Indizes
- Aktien
- ETFs
- Fonds
- Rohstoffe
- Währungen
- Krypto
- Anleihen
- Zertifikate
Versuchen Sie es noch einmal mit einem anderen Suchbegriff
Insider-Daten freischalten: Bis zu 50% Rabatt auf InvestingPro JETZT ZUGREIFEN
Pin Oak Equity Fund (POGSX)
Einem Portfolio hinzufügen/entfernen
Portfolio hinzufügen
87,22
+0,37
+0,43%
- Morningstar Rating:
- Aktiva (gesamt): 138,22M
Pin Oak Equity
87,22
+0,37
+0,43%
- Allgemein
- Chart
- Nachrichten & Analysen
- Technisch
- Forum
POGSX Übersicht
Auf dieser Seite finden Sie ein ausführliches Pin Oak Equity Fund Profil. Erfahren Sie mehr über das Management, das Gesamtvermögen, die Anlagestrategie und die POGSX Kontaktinformationen.
Kontaktinformation
Management
| Name | Titel | Seit | Bis |
|---|---|---|---|
| Jeffery B. Travis | Portfolio Manager | 2019 | Aktuell |
| Biografie | 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. | ||
| James D. Oelschlager | Co-CIO | 2019 | Aktuell |
| Biografie | 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. | ||
| Robert D. Stimpson | Analyst | 2019 | Aktuell |
| Biografie | 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. | ||
| Mark W. Oelschlager | Founder | 2005 | 2019 |
| Biografie | 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. | ||
| Donna Barton | Portfolio Manager | 2005 | 2007 |
| Biografie | Barton is a portfolio manager with Oak Associates, her employer since 1985. Prior to joining the firm, she was in the portfolio investing department from 1979 to 1985 and the accounting department from 1968 to 1979 with the Firestone Rubber Company. She has 27 years of investment experience. | ||
| James D. Oelschlager | Co-CIO | 1992 | 2007 |
| Biografie | 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. | ||
| Douglas S. MacKay | credit Analyst | 1992 | 2005 |
| Biografie | Mackay is the founder of Broadleaf Partners and portfolio manager of the Broadleaf Growth Equity Portfolio. Prior to founding the firm, MacKay spent 14 years at one of Ohio's largest privately owned money management firms, serving as a portfolio manager and was responsible for launching their successful family of no-load mutual funds. | ||
Was denken Sie über Pin Oak Equity Fund
Sind Sie sicher, dass Sie diesen Chart löschen möchten?
Löschen Abbrechen
Angehängten Chart durch einen neuen Chart ersetzen?
Ersetzen Abbrechen
Community-Richtlinien
Chart zum Kommentar hinzufügen
Sperre bestätigen
Sind Sie sicher, dass Sie %USER_NAME% sperren möchten?
Dadurch werden Sie und %USER_NAME% nicht mehr in der Lage sein, Beiträge des jeweils anderen auf Investing.com zu sehen.
%USER_NAME% wurde erfolgreich zu Ihrer Sperrliste hinzugefügt.
Da Sie diese Person entsperrt haben, müssen Sie 48 Stunden warten, bevor Sie sie wieder sperren können.
Diesen Kommentar melden
Sagen Sie uns Ihre Meinung zu diesem Kommentar
Kommentar markiert
Vielen Dank!
Ihre Meldung wurde zur Überprüfung an unsere Moderatoren geschickt