Compounding Life » Mutual Funds http://compoundinglife.com The thoughts of a personal investor Sun, 16 Jan 2011 10:00:51 +0000 en hourly 1 http://wordpress.org/?v=3.0.4 Oak Value Fund Reports http://compoundinglife.com/oak-value-fund-reports/ http://compoundinglife.com/oak-value-fund-reports/#comments Thu, 12 Feb 2009 22:20:29 +0000 KC http://compoundinglife.com/?p=103 Lately I have been reading the quarterly and annual reports from the “Oak Value Fund”. Not because I am interested in investing in their fund but because they are well written reports that summarize the market weather from the perspective of a value investor and they go into good details about their holdings and their reasons for buying or selling their positions.  

The Oak Value reports are reminiscent of the Berkshire Hathaway annual letter to shareholders but offer yet another perspective because they do not buy entire companies and they will open and close positions more often.

I reiterate, I have no intentions of investing in this fund nor do I make any recommendation that any one else does. I just feel there is some good reading in their reports.  One interesting note is that OAKVX is a fairly small fund with only around 58 million is assets.

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